InsuredMine CRM | Optimize and Grow Your Insurance Agency

Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360

Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and Account 360. 

 

To view enhancement:

  • Navigate to Pipelines

  • Select a Deal Card

  • Click on Files

  • Select multiple files

  • Click on Send File/s

  • An email window will open

  • Enter the email address and compose your message

  • Click Send 

 

 

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