Create list in contacts, opportunity, report
In this article you will learn: Create and save a list in contact Create and save a list in opportunities Create and save a list
InsuredMine is SOC 2
Type II Certified
Creating and Customizing Reports
All information about Creating and Customizing Reports
List Reporting
In this article, you will learn: A. Create a report B. Save the report C. Convert Report to List D. Access List in List Library
Management Reports
Agency Principals and Office Managers can now get reporting around the volume of marketing being done by agency staff through the InsuredMine Engagement module. Data
Schedule report
A scheduled report will help you to get notified via email whenever a report will run at the scheduled time you have set for. You
