InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – Oct 2020

  1. Work Email – File attachment in forwarding email: (E)
  2. Work email – Delete in Work email (E)
  3. Payment – Take payment as logged in User and Via text message: (E)
  4. Payment – Take Payment via Text (E)
  5. Carrier – Merge Carrier: (E)
  6. Pipeline – Pipeline Leaderboard: (E)
  7. Pipeline – Add Lead Sources
  8. Pipeline – Goal add/edit restricted and goal widget changes
  9. Pipeline – Leaderboard Report
  10. Pipeline – Task overview in pipeline card view
  11. Opportunity – Monoline in Cross-Sell: (E)
  12. Automation – Edit All in workflow
  13. Automation – Automation on Xdate
  14. Engagement – Bad emails download
  15. Engagement – Common tags in template builder editor (E)
  16. Engagement – Share: checklist, template, SCD, List
  17. Dashboard – Activities widget on a dashboard
  18. Settings – Desktop Notification

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