InsuredMine CRM | Optimize and Grow Your Insurance Agency

Adding Comments to a Task (BST)

  • How to assignee multiple people to a task?
  • How to attach files to a task
  • Can you add multiple files to a task?
  • How does commenting work with tasks?
  • Do tasks integrate between InsuredMine and NowCerts?
  • Should I add my tasks in IM or NC?
  • Can you add columns when creating a List in Engagement?
  • Can you make a won deal automation for each board?

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