InsuredMine CRM | Optimize and Grow Your Insurance Agency

Manual Sync of Files Tasks & Notes

You can manually sync the files, tasks, and notes from InsuredMine to NowCerts and QQ Catalyst.

Note: In case if the files, task, or note is already synced earlier you will not get the sync option again.

The process to sync the files, tasks, and notes:

  • Navigate to Contact 360 of contact and click on files

  • Click on 3 dots (action) and you will find the sync option

  • The files can also be synced from the deal card details page.

  • If you navigate to task tab, there also you will find the option to sync

  • Sync option is also available in the tasklist
  • If you navigate to the Notes tab, you can also find the sync option.



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