InsuredMine CRM | Optimize and Grow Your Insurance Agency

View contacts in work email

Update – The work email module now has the option to view contacts linked to the mails

Use case – Easier to view contacts mapped to the sender’s and receivers’ emails.

 

Process:

  • Navigate to Work Email
  • Click on the View Contacts icon next to any listed email.

  • The list of contacts will appear in the right pane.

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