InsuredMine CRM | Optimize and Grow Your Insurance Agency

CSR filter in contact for HawkSoft

Description – The contacts\’ filters now include the CSR filter.

Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and more.

Navigation –

  • Go to the Contacts Module. Click on the filter icon.

  • Scroll down to select the CSR list. Click on the Apply.

  • The filtered view will display all contacts assigned to the chosen CSR.



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