InsuredMine CRM | Optimize and Grow Your Insurance Agency

Reactions in the notes – Pipeline, Contact, Account

At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and Accounts. You will get the option to react to the message with an emoji.

If you hover the mouse over the reaction, it will show the details of who added it and the date and time of when it was added.

 

In Contact,

In Deal Card

In Accounts,

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