InsuredMine CRM | Optimize and Grow Your Insurance Agency

Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget

Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation, and Workflow Automation. You can also sort the data based on today, weekly, or monthly.


To view the enhancement:


  • Navigate to dashboard

  • Select Marketing dashboard

  • There will be two separate lists for sent campaigns and scheduled campaigns.


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