InsuredMine CRM | Optimize and Grow Your Insurance Agency

Action icon – Send email? How to view the analytics of the sent email

How does send email action work inside a deal card?

On the expanded pipeline card, Click on Quick actions segment to the right. Click on Email at the top of this section.

You will then get this pop up screen where you can create your email and attach any files or documents.

Just click Send when you are done.
If you need to see your history of emails for this deal, just click on the Email tab in the pipeline timeline. You will see all of the emails you sent out for this deal.

The Email analytics visible on the timeline as seen above, have been added as enhancement in June, 2020.

If you click on the All tab, you will see all of the Actions taken, including your Emails.

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