InsuredMine CRM | Optimize and Grow Your Insurance Agency

Referral Request Automation in 5 minutes! (BST)

  • When is it triggered?
  • How to set it up?
  • Using different workflows.
  • How to track?
  • How to set up and use dispositions?
  • Can I send out the same SCD twice?
  • How do I sort and group tasks?
  • Why download task lists?
  • What are the (#)’s next to the name in Contact 360>Events>Campaigns?

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