InsuredMine CRM | Optimize and Grow Your Insurance Agency

Create multiple accounts with the same contact

Use Case: Sometimes one person may own multiple businesses and he would like to keep each business as a separate entity but himself as common contact. With this enhancement, you can add the same email to two business contact.

To add multiple accounts for a contact, can be initiated when you are creating a new deal card, follow the steps below:

  1.  Go to the Pipelines module and click on Add deal icon (plus sign)

2. Search an existing contact name under the Contact Name (personal deal)/ Business Name ( commercial deal) input box. Select the name for creating an additional Account. For example, here I have searched abc corp and selected abc corp.

3. abc corp’s detail is associated with the account – abc corp will be appearing before the arrow of the dropdown menu under the Account Name tab as highlighted in the picture, you can either select other accounts names if associated or select add a new account.

4. Click on Add new account option displayed beneath the Account name.

5. Type a new account name under the Account Name input box and click Save.

Now, the new account created for the contact reflects in the Account 360 view as well.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?