InsuredMine CRM | Optimize and Grow Your Insurance Agency

Share and Unshare Forms

You can now share and unshare access to the forms for any agent just as you do in google docs.

To view enhancement:

  • Navigate to Forms

  • Click on 3 dots icon

  • Click on Share

  • Select the agent names and click on Share to share the form

 

  • To unshare, select the agent name, select remove access from the drop-down and click Remove Access.

 

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