Viewing Flagged Contacts on Dashboard

Edited

This article provides a step-by-step guide on how to view profiles that you have flagged on your dashboard within the MedicareProCRM system. By following these simple instructions, you can easily manage and monitor flagged profiles to enhance your workflow.

Accessing the Flags Settings

To begin, navigate to your Settings page. This is where you can customize various features of your dashboard.

Editing Flags

Once you are on the Settings page, follow these steps:

  1. Click on the Flags tab.

  2. Select the specific flag you wish to edit by clicking on it.

  3. Check the box next to "Show on dashboard?".

Finalizing Your Settings

After completing the above steps, you will see that any profile with the selected flag will now appear on your dashboard. This feature allows for better visibility and management of important profiles.

By utilizing the flagging system effectively, you can streamline your workflow and ensure that critical profiles are easily accessible at all times.