Auto-map contact info to InsuredMine on deal card creation

Description:
Customer request: when a deal card is created in RiskAdvisor, automatically map the associated customer/prospect contact info (name, email, phone, etc.) into InsuredMine.


Why it matters:
Would let agencies use InsuredMine's built-in CRM functions (texting, email) without manually re-entering contact info for every deal. Removes duplicate data entry between RiskAdvisor and InsuredMine.

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Upvoters
Status

🧐 In Review

Board

πŸ’‘ Feature Request

Date

1 day ago

Author

Sarah Husbands

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