InsuredMine CRM | Optimize and Grow Your Insurance Agency

Set Landing Default Page (BST)

  • How to set the landing default page?
  • What page is recommended to set as a landing default page?
  • How to access the Get Started Page?
  • Logging in and out to reset landing page
  • When will IM have something similar to a File Center?
  • How to send PL Rater form?
  • Can Pipeline Automation move a card to another board?

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