InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to Add a nickname to a Contact? (BST)

  • When would you need to add a nickname?
  • Where is the nickname displayed?
  • How do I view the nickname in the contact list?
  • Can I edit the nickname in other sections?
  • Can I edit the nickname in Contact 360?
  • How to use tags to create a segmented list?
  • How to share your contact information?

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