Information about List and Contact Management
Within the Create Lists section, after applying account or contact filters, you were previously limited to column data like Account Name, Email, Phone, and Address.
In this article, you will learn: How to view the open tracking in the deal card: How to view the open tracking in contacts: Whenever
While creating a list from the engagement section, you can now access the account data too. To view the enhancement: Navigate to Engagement Click
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement:
In the Engagement Module, you can create a list from your contacts in InsuredMine or by uploading a list of contacts. When the list is
Initially while creating a list, only private board deal cards were selected while selecting pipeline and stage. Now, the shared board cards will also be
Refer the instructions in below video:https://s3-us-west-2.amazonaws.com/www-insuredmine-com/Videos/Upload+List+and+save+List.mp4
In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list
In this article, you will learn: Save a campaign as draft View saved campaigns Save a campaign as draft Create a campaign with multiple stages or
In this article, you will learn: List in Pipelines List in Opportunities Lists in Policies Lists in Accounts Targeting a specific audience for a particular
Sharing Checklist, Template, SCD, and List will help the insurance agents to work more efficiently and collaboratively. Sharing checklist The checklist helps agents to keep
You can now share and unshare access to a template for any agent, just as you do in google docs. To view the enhancement: Navigate
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