InsuredMine CRM | Optimize and Grow Your Insurance Agency

Linked Pipeline Cards and Contacts.

Description – Pipeline cards and contacts are now synced under the work email.

Use Case – Contacts, and Deal cards are prepopulated to the work email module for easy access.

Process:

  • Navigate to the Work Email to choose any mail and click on Expand.

  • Scroll down to see the linked pipeline cards and linked contact section.
  • All the linked deal cards and contact will be visible in these sections for the recipients present in the email chain. 

  • You may use the Smart Search option to search recipients. Choose Select search type, Select search by and click on Search.
  • The linked deal cards and contact will be displayed.

Note: The search query for the logged in agent details will not be visible. All other participants’ details will be visible.

 

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION