Activities Overview: Dashboard
Activities overview is available under Activity Dashboard: This widget will give you a summarized view of the activities of all agents of the agency. This
InsuredMine is SOC 2
Type II Certified
Activity Dashboard
Activity Dashboard
Calendar Events: Dashboard
Get a sneak-peek into your calendar on this dashboard. You can update the preview to today, this week, or this month’s view. You can click
Daily Highlights: Dashboard
Daily highlight is available under Activity Dashboard: This widget will give you an insight into what’s for the day. It will tell you about activities
My Task List: Dashbaord
My Task List widget is available under Activity Dashboard: Don’t let any task fall through the cracks! Manage all your tasks/todo in one place or
Todo: Dashboard
Through this dashboard widget, you can add tasks. Add task name, select the date and click on add task button. Once done, the todo list
