InsuredMine CRM | Optimize and Grow Your Insurance Agency

Contacts and All Mail Folders in Work Email (BST)

  • Where to find it?
  • How to Archive an email?
  • How to view archived emails?
  • Send email from Contact in Work Email
  • How to stop an Email Campaign?
  • Will a Hawksoft Active Client or Active Policy trigger the Welcome Automation?
  • How to send a returning customer a different Welcome Automation?

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