InsuredMine CRM | Optimize and Grow Your Insurance Agency

Unsubscribe in accounts

You can now select the options for “Do not contact” even while adding an account. 

To view the enhancement:

  • Navigate to Accounts 

  • Click on the account to view the account details

  • On the left panel, you will find the option to unsubscribe 

  • Here, you will get the option to select or deselect the mode of contact 



You can also find the “Do not contact” data in the account table.



Note: If a certain mode of contact is unsubscribed, automation will not be triggered. However, direct email or text will still be triggered. 

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?