InsuredMine CRM | Optimize and Grow Your Insurance Agency

Sample Email for Email Notifications

Our latest update includes a new ‘Sample Email’ preview feature in pipeline notification settings. This feature allows users to preview their email content directly before sending, ensuring accuracy and presentation.

Use Case: The feature enhances user control over email communications directly from the pipeline’s notification settings.

To View the Enhancement:

  • Navigate to the ‘Pipeline Module.’
  • Then, click on the three dots present in the top right corner.
  • From the drop down select ‘Pipeline Settings.’
  • Then, within pipeline settings, click on notification settings.
  • Click on the sample email to preview the email.

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