InsuredMine CRM | Optimize and Grow Your Insurance Agency

Task & Reminder Analytics in Workflow Automation

For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics. 


Task Analytics

The task analytics will show all the details of the task assigned. The details will include the date of when the task is created, the contact for whom the task is created, Due Date, Priority Assignee, Assigned By, Status and Action.

Reminder Analytics

Reminder analytics will include all the reminders issued to the agents. The reminders will involve the Sent, Opened, Clicked, Bounced, and Spam details of the reminder email. You can also click to view the email. 

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