InsuredMine CRM | Optimize and Grow Your Insurance Agency

template

How to….

Edit/ update your agent profile? Add a new contact? Create a task Create a new campaign Add email template Create a List? Upload List and

Actions in Contacts (BST)

Nov 20 Actions in Contacts Download https://www.insuredmine.com/wp-content/uploads/2021/07/Nov-20th-Bite-Size-Training-Zoom.mp4 Search option in Template section while sending email Now a search option is provided for selecting the template

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