InsuredMine CRM | Optimize and Grow Your Insurance Agency

List and Contact Management

Information about List and Contact Management

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

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-

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