InsuredMine CRM | Optimize and Grow Your Insurance Agency

New fields in Form Automation

In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now add multiple agents in Email Notification who will receive the notification. 

 

To view the enhancement:

  • Navigate to Forms

  • Click on three dots under the action section

  • Select Form Automation

  • Click on Pipeline Setting

 

In the pipeline settings, if you select the lead source, the mapping fields will be disabled. If you remove the lead source, the lead source mapping section will be enabled. 

Similarly for contact status: if you select the contact status, then the mapping fields for contact will be disabled. 

 

Deal Title and Full Name fields have been made mandatory in pipeline settings under From Automation.

 

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