Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
InsuredMine is SOC 2
Type II Certified
files
Organize Files into Folders in Contact360
Now you can create folders to store all your documents in Contact 360. To view the enhancement:Â Navigate to contact 360 of a contact. Click
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Notes with Files in Contact360 and Pipeline Card
Now agents/CSR can add notes along with attachments in the deal card or Contact 360. To view the enhancement in Pipeline Navigate to Pipelines Click
