InsuredMine CRM | Optimize and Grow Your Insurance Agency

Rate a Client/Contact

Client relationships are important but all clients are not equal. You can categorize them by an internal rating system where 5 stars are the most valued client. Follow the steps to rank clients.

  1. Go to the Directory section from the left navigation bar and select the client you want to rate.

Directory Screen

2. Click on the three dots and select EDIT at the end of the row of the contact you selected.

Edit the contact

3. Scroll to the end of the screen to the Rating section and update the rating between 1-5 stars and click on Update.

Updating a rating

4. Once added, you can view the rating for the same client in the directory list.

Client rating

If the rating column is not selected in default column view then add columns to default view.

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