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. 



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