InsuredMine CRM | Optimize and Grow Your Insurance Agency

Notes with Files in Contact360 and Pipeline Card

Now agents/CSR can add notes along with attachments in the deal card or Contact 360.

To view the enhancement in Pipeline

  • Navigate to Pipelines

  • Click on a deal card to open

  • Click on the notes icon to add a note

  • You will get a success notification saying: New note added successfully.

  • In the notes section, you will find the note added along with the attachment.

  • Click to preview the attachment


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