This document provides a step-by-step guide on how to add or remove flags for a group of individuals using the Reporting page in MedicareProCRM. Flags are useful for categorizing or prioritizing contacts based on specific criteria.

To effectively manage flags for a group of people, follow the steps outlined below:

Begin by accessing your Reporting page within the MedicareProCRM platform.

Utilize the report builder feature to create the list of individuals you wish to modify. Ensure that your criteria accurately reflect the group you intend to affect.

Once your list is established, locate and click the purple "Actions" button found in the Results section of the page.

From the Actions menu, choose the "Batch Update" option to proceed with modifying the flags.

In the "Field to update" dropdown menu, select "Flag" to indicate that you are making changes to the flags associated with your list.

Next, under the "New Value" dropdown, select the specific flag you wish to apply or remove from the selected list.

Finally, in the "Select Operation" dropdown, choose whether you want to apply the selected flag to the list or remove it from the list.

By following these steps, you can efficiently manage flags for your contacts, ensuring that your reporting and categorization remain organized and effective.