InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add Account Name for Personal add Deal Card

Now, when you add a deal, you’ll notice a new feature: the option to add a contact name in the ‘Add Deal’ section. This instantly prompts a dedicated Account field to appear, making customization clearer and more straightforward.

Use Case: Input contact details and a personalized account will be created.

Note: This feature is for new contact ‘Add Deal’ not for the existing ones.

To view the Enhancement:

  • Create a new contact in the ‘Add Deal’ section.ct name in the ‘Add Deal’ section.
  • A new Account field will be created based on your selected contact name.
  • Click Save.

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