InsuredMine CRM | Optimize and Grow Your Insurance Agency

Adding Links in Contact360, Account360, Deal Card

You can now add links in deal card, account360, and contact360 under the description section of each actionable module.

 

In the deal card section, links can be added in the description section under the to-do section, tasks, notes, files, communication (email & text), activities, and timeline.

In account360, links can be added in the description section under files, communication, tasks, and notes.

In contact360, links can be added in the description section under files, communication, tasks, and notes.

 

Note: In text, the link will be clickable. However, in notes and email, the link will not be clickable.

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