InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add Files and Notes in Account 360

Add Files and Notes in Account 360 

You can now add notes and files from the account 360 section. 


Note: This feature is now available for AMS 360  & NowCerts users too.


To add files from account 360:

  • Navigate to accounts

  • Click on an account name to view the account 360 section

  • Click on files

  • Click on the new file to add a file.



  • Add the attachment and click on upload.


To add a new folder:

  • Click on new folder.


  • Add folder name and click on save.



To add notes from account 360:

  • Navigate to accounts

  • Click on an account name to view the account 360 section

  • Click on notes

  • Click on add note




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