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?

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