Adding a Flag to a Contact

Edited

This document provides a comprehensive guide on how to manage flags on profile pages within the MedicareProCRM system. Flags are useful for categorizing and prioritizing profiles based on specific criteria. This guide will walk you through the steps to apply and remove flags effectively.

Applying Flags to Profiles

To apply flags to a profile, follow these steps:

  1. From the profile page, click the top left flag icon to display all your available flags.

  2. Select as many flags as you need to apply to the profile.

  3. Once applied, you will see the selected flags displayed near the profile name.

Removing Flags from Profiles

If you need to remove a flag from a profile, you can do so by following these steps:

  1. Click the flag icon at the top left of the profile page.

  2. Deselect the flags that no longer apply to the profile.

By following these instructions, you can efficiently manage flags on profile pages, ensuring that your profiles are organized and easily accessible based on your specific needs.