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 do not contact , select the opt out – call option

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

 

  

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

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