InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to manage Notification subscription

In the Pipelines module, you can notify designated agents
and run trigger commands automatically whenever a new deal is added or won.

Make sure you login as Admin to set up a notification subscription for a particular pipeline.

How to Setup notification subscription?

To Setup notification subscription follow the steps mentioned below:

  1. Navigate to the Pipelinemodule, click on the 3 dots icon( action button), and select Settings.
  2. Click on Setup Notification Subscription
  3. Double-click the agent names to whom you want to send notifications for each specific pipeline.

The email notification alerts are triggered when any of the following subscription conditions are met.

  1. Add Deal manual- When a new deal card is added manually by clicking add deal.
  2. Add Deal from Service Board– When deal is added automatically from the support ticket.
  3. Add Deal from Intake Forms– When the deal is added through intake forms.
  4. Deal Won– when the deal card is marked won.

Enhancement: February 2021

Daily Recap Email Notification and Subscription

Now you can have a daily recap of all the sales-related updates that happened on a daily, weekly or monthly basis. There will be agent-wise and pipeline-wise data segregation. You can have a complete picture of what is happening and can expect the business outcome accordingly.

Note:This functionality can be accessed by admin only.

To view the enhancement:

  • Navigate to Pipelines
  • Click on the 3 dots icon (action)
  • Click on settings
  • Click on Notification Settings
  • Slide the button to enable Daily/ Weekly/Monthly Recap notification.
  • Slide the toggle bar if you want to disable the recap notification of any period- Daily/ Monthly/Weekly
  • Click on the view sample email to see the how the email will look like and what all data will be provided in the recap email
  • In the email, you will find a detailed report- Agent wise and Pipeline Wise.

Note: The daily recap report based on Pipeline is available only on request from the Agency and is not available for all.

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