InsuredMine CRM | Optimize and Grow Your Insurance Agency

Group by Tags in Personal Data Book

Description  –  Sort your Personal data book contacts by Tags.

Use Case – Convenience to group by and vew the Personal Data Books by Tags

Process:

  • Navigate to Reports. Go to Personal data book and choose Group by  
  • Select Tags.

  • You can view the data sorted based on the tags.

Note:

-In an Agent login, only the data pertaining to this agent will be displayed.

-Admin login will display the data of all agents.

 

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