InsuredMine CRM | Optimize and Grow Your Insurance Agency

Communications in Account360 (email, text)

The communication tab has been added to Account 360. Here, all the communications performed via email and text message will be visible here.

Note: If the email and phone number are the same for account 360 and contact 360, then the same conversation will be displayed in both places. 

 

To view the enhancement:

  • Navigate to the account 360 section of any account

  • Click on the communications tab

  • Click on the email tab where you will find all the email conversations.

  • Click on 3 dots to reply or forward.

  • You can also click on send email button to send a new email to the customer.

 

For email communications

 

  • Click on the text tab to view the text conversation.

  • Click on send text button to send a new message to the customer.

 

For Text Communications

 

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