Select Mandatory Fields
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
InsuredMine is SOC 2
Type II Certified
admin setup
How to manage Notification subscription
In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription Sample Email for Email Notifications How to manage
Agent Usage Report
A comprehensive report detailing agent logins, actions, views, and time spent by each agent can be viewed. Use Case: Enables admin to monitor agent productivity
