InsuredMine CRM | Optimize and Grow Your Insurance Agency

Display of contact name in account 360 for tasks, notes, email, and text

You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has three contacts, and if you have added a task for any of the contacts, it will be displayed in the account 360 with each of the contact’s names.

In tasks

In Notes

In email

In text

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