How to Upload List and Save List ?
Refer the instructions in below video:https://s3-us-west-2.amazonaws.com/www-insuredmine-com/Videos/Upload+List+and+save+List.mp4
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List and Contact Management
Information about List and Contact Management
List- Engagement
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
Save campaign as drafts
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
Segmentation – Create List
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
Share : Checklist, Template, SCD, List
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
Share and unshare option in templates
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
Share multiple templates
Now you can share multiple templates with access at one go! You need to select the templates by clicking on the checkbox on the left
Single Contact Drip tab in Accounts.
Description: Single-contact drips can be assigned to accounts in Account 360. UseCase: Assigning Single Contact Drips to Accounts is simple to trigger. Navigation: Navigate to
Add SCD to the list created
Description – Single Contact Drip can be assigned to a list as well as to single or multiple contacts at the same time. Use case-
Single Contact Drip
In this article, you will learn: How to create a Single Contact Drip (SCD)? Assigning agents in Single Contact Drip Assign SCD to contact in
