InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add tags to the subject lines of communications.

Update – Add tags to the subject line in email communications
Application – Easier and more efficient communication system for agents

 

Process:
  • Navigate to Engagements and choose an existing template or create a new email

  • Click on the Subject line text and click on Tags. Next, click on the tags you want to add, and InsuredMine will auto-populate the information.

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