InsuredMine CRM | Optimize and Grow Your Insurance Agency

Edit contact in work email contacts

Description- Changes made to a contact in the work email will be reflected in the contact in contacts module. Refresh the work email once to view the changes in the work email.

Use Case-Easy to edit contact from Work email. Edit contact from contact or contact 360 changes will be reflected in Work Email, and changes will be reflected even when done vice versa.

Process-

  • Navigate to the Work email module. 
  • Click on View Contacts.

  • Click on Edit.

  • Add details of the Contact and click on Update.

Note- The changes made here will be visible under Contact 360. The changes done to contact in Contact 360 will also be reflected here.

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