InsuredMine CRM | Optimize and Grow Your Insurance Agency

The static field in the form automation pipeline setting is updated

Update – Added 2 new static fields to the form automation pipeline setting.

Use case – Easier to set the preferred mode of communication and marketing campaign subscription preference of the Contacts.

 

Process:

  • Navigate to Forms
  • Under the Pipeline Setting in Form Automation, you may choose the static value for the preferred mode of communication and the unsubscribe option for marketing communications.

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