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NEW: Zoho for Commercial Insurance | CRM for Commercial Insurance Agents
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Күн бұрын
@lasalinks Жыл бұрын
you guys are doing great. there is massive potential with this product. the demand for quality agency management systems is increasing every year.
@jeztan90 Жыл бұрын
Hi guys. Using the Policies module as a record to share clients information to carriers (via email) is a cool idea you have. But I have a question. How can we associate the carriers' emails when they sent back their quotes via emails inside the Policy record? Is there a way we can do that in the workflow? You have mentioned in the video (10:21 to 10:50) that the carriers response emails will be stack up to the email section. But when we tried it on our end it didn't work. Only the sent ones are included.
@kevinjohnson3521 11 ай бұрын
How can you connect it with IVAN downloads?
@petersexton566 Жыл бұрын
wow Tom Great Job
@kellydavies7222 7 ай бұрын
Is the Create and Submissions a Wiget? how do I get this on my system?
@BluRoot 7 ай бұрын
Hi there yes the Create Submissions extension can be found in the Zoho marketplace for you to download and install in your CRM
@kolbyslater1229 4 ай бұрын
What is the name of this widget within Zoho? I am unable to find it.
@lamarodom Жыл бұрын
Is zoho crm the only crm you guys built this on? Salesforce or Microsoft available?
@BluRoot Жыл бұрын
Yes, Zoho is the only platform that we've built this on! Are you currently on Salesforce or Microsoft? What feature(s) specifically are you interested in?
@lamarodom Жыл бұрын
@@BluRoot the whole thing
@BluRoot Жыл бұрын
@@lamarodom Gotcha! We can definitely help, even if you're not on Zoho already. Do you currently use a CRM?
@lamarodom Жыл бұрын
@@BluRoot salesforce but open to Microsoft.
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