InsuredMine CRM | Optimize and Grow Your Insurance Agency

ShortCuts for Quick Actions

In this article, you will learn:

Now working on the InsuredMine portal has been made much easier! You can now perform your desired actions via shortcut keys. 

To view the shortcut keys:

Navigate to the global add button on the top right side of the portal.
  • For Add contact: Shift+ c
  • For Add deal: Shift+ d
  • For Add task: Shift+ t
  • To Send Voice mail Drop: Shift+ v
  • For Add Activity: Shift+ a
  • For Add Policy: Shift+ p
  • To Send Email: Shift+ e
  • To Send Text: Shift+ m

Note: Shortcut key will not work when you are in Form Builder Module.

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