InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes- April 2021

24th April Release

  1. Engagement- Lead Source Filter in List (E)
  2. Text message- Move attachment to Documents under Contact 360 from Text (E)
  3. Text message- Deleting a text  (E)
  4. Pipeline Manager– Download Pipeline Cards with Stages Analytics (E)
  5. Account 360– Additional fields in Account and Handling in Upload (E)
  6. Engagement– How to Create a list? (E)
  7. Deal Card- Days stayed on the stage for card view (E)
  8. Pipeline Automation- Draft pipeline automation (E)
  9. Pipeline Manager- Unarchive an archived deal card (E)
  10. Single Drip Campaign– Notification for Drip Campaign if already assigned (E)
  11. Forms– New UI Design for the Form module (E)

17th April Release

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