InsuredMine CRM | Optimize and Grow Your Insurance Agency

Contact details are displayed on the task detail page

Update – Tasks will now display contact information linked to any task

Use case – Easier to view and communicate with the contact.

Process   

  • Navigate to Account 360
  • Click on the Tasks tab, and choose the Task name

  • Contact Info (Email, Phone, Address) will be displayed on the right pane of the screen. In this section, you will find the following:
    • Contact information with the options to Call, send an Email/SMS
    • Add notes to the contact
    • Add File and Activity to the contact
    • Add a deal card and view deals linked to it
    • View the number of policies linked to contact

Note: You may view the contact information pane from any screen that displays tasks.

  • Contact 360

  • Pipeline

  • Activity dashboard

  • Tasklist

 

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