InsuredMine CRM | Optimize and Grow Your Insurance Agency

X Date field in form automation

Update – X Date added as an option under the pipeline setting of forms

Use case – Auto-populates X Date information in Contacts/Accounts 

 

Process

  • Navigate to Forms and click on Form Automation

  • Scroll down to the X Date section to view the categories chosen.

  • You may also add other categories from this space.

  • Proceed to send out the form to the client. Once they respond to the form, a deal card will automatically be created under the pipeline.

  • The X Date categories are auto-populated into the linked account.

Note – The XDate categories will be visible under the Accounts and Contacts.

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