Setting notifications in InsuredMine is important as it allows you to stay informed and empowered to take critical actions right away. By setting notifications, you can ensure that you’re always up-to-date with the latest information, optimizing your workflows, prioritizing tasks, and improving your overall productivity. In this session, we will explore the various settings and notifications that can be customized within the platform, focusing on the Pipeline Settings, Notifications, and Board Settings.
About this webinar
06/05/2024
1:00 pm
In Monthly
Speakers:
Main Speaker
Paula Keith
Customer Success Specialist
Schedule a Demo
You might also like...
Meet your CSM Team, bring your doubts, questions and learn from other agencies
Join us for our final webinar of the year
December 16, 2024
Pipeline Automation with Labels
Discover how to revolutionize your sales process with Pipeline
November 22, 2024