InsuredMine CRM | Optimize and Grow Your Insurance Agency

“Merging not required” – in duplicates and merge contact section

You can select and remove the contacts for which merging is not required.

 

To view the enhancement:

  • Navigate to Contacts

  • Click on the three-dots icon and select Merge Contacts

 

  • Select the contacts that you do not want to merge and click on Merging Not Required

 

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