InsuredMine CRM | Optimize and Grow Your Insurance Agency

Quick Actions in Contacts Module (BST)

  • What are the most common actions used?
  • How to add columns in Contacts?
  • How to have internal communication with Contact (note)?
  • What are the different types of Contacts (Contact Status)?
  • Can you add different types of Contact status?
  • How to have general office email added to your drop-down menu in an Email Campaign?
  • How can the admin tag agents in deal cards?
  • How to create tasklist templates?

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes