InsuredMine CRM | Optimize and Grow Your Insurance Agency

Auto Saving of Work Email Draft (BST)

  • How does auto-saving email work?
  • Work Email Contacts Sync
  • Add contact option in work email contact section
  • Create deal from contact
  • How to stop automation when manually moving a deal card?
  • How to set up stopping automation from moving a deal card?
  • How to add a signature to Pipeline Manager Automation?
  • How to add multiple X-Dates for each LOB?

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