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CSR Name, CSR email, CSR phone Tag in WF, Pipeline, SCD, campaigns

CSR Name, Email, Phone Tag for Workflow, Pipeline, SCD & Email Campaigns

InsuredMine has recently added new tags to enhance user experience in Workflow automation, Pipeline, SCD, and Email Campaigns. The new tags include CSR Name, CSR Email, and CSR Phone, and they can be easily incorporated into the relevant areas where tags are applicable.

To view the enhancement:

  • Simply look for CSR Name, CSR Email & CSR Phone in the tags section and add these to your respective workflow.

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