InsuredMine CRM | Optimize and Grow Your Insurance Agency

New UI and New Sections in Form Settings

The form setting user screen has changed. Previously a dialogue box would open on the right side of the screen.

 

 

But now, a new page will open. 

 

 

To view the enhancement:

  • Navigate to Forms

  • Click on the settings icon beside any form from the form list.

 



Three new sections has been added Change the form property (form name), Get email notification for card created and Website widgets

 

In Change the form property, you can change the form name. To change the form name enter the new form name and click on update.

 

 

In Get email notification,  you will be able to customize who should get a notification when a deal card is created from a form submission.

 

From the  website widgets section, you can generate HTML & iframe links for the form to embed on a website.

 



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