InsuredMine CRM | Optimize and Grow Your Insurance Agency

To section in the Email and Text automation in Pipeline

Update – The email and text stages in the automation now have the option to send the communication to “other email/contact number” apart from the Contact and Deal Source.
Application – Flexibility to send out automation to any email/phone number

 

Process:

  • Navigate to Automation and choose an existing or add a new automation
  • Click on the drop-down against the Email and Text stages to view the options
  • Choose the other email/number to enter the email address or phone number manually.

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