InsuredMine CRM | Optimize and Grow Your Insurance Agency
1. Click on the Add Contact Button in the Contacts section.
1. Go to the Contacts module and click the Filter button as shown in the image below.
2. Click Tags on the filter pop up and select the tags for which you wish to view the contacts. Click Apply
1. Go to Contacts module, click on the contact name to update tags.
2. Contact information window appears, click on the Pen icon to edit as shown in the image below.
3. Click the Add Tags icon as shown below. Now search or create relevant tags. Click Skip and Submit or else, you can click on continue for adding other details and then click Submit.
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