All information about Deals and Tasks
In this article you will learn: How to add deal from account 360 How to add tasks from account 360 and contact 360? Account field
You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.
Two different tabs have been added in the Account 360 section. When notes or tasks are added under a contact, it will be also reflected
At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and
An extra notes section while adding a deal, new contact and account360. You can add a Note directly from the Directory/ Contacts when adding a
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