InsuredMine CRM | Optimize and Grow Your Insurance Agency

Reactions in the notes – Pipeline, Contact, Account

 

Overview

We have introduced a new enhancement that allows users to add emoji reactions to notes within Pipelines, Contact360, and Account360. This feature enables users to quickly acknowledge, respond to, or provide feedback on notes using emojis, making collaboration and communication more interactive.

Use Case: This enhancement helps users provide quick feedback on notes without adding additional comments. By using emoji reactions, team members can acknowledge updates, highlight important information, and collaborate more efficiently within Pipeline, Contact360, and Account360 records.

In Contact,

In Deal Card

In Accounts,

Note: If you hover over a reaction, the system displays details about who added the reaction, along with the date and time it was added.

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