This document provides a step-by-step guide on how to set up flags within the MedicareProCRM platform. Flags are useful for categorizing and prioritizing tasks or profiles, enhancing your workflow efficiency.

To effectively set up flags, please follow the steps outlined below:

1. Navigate to your Settings page.

2. Click on the Flags tab.

3. Assign a meaning to the colored flag of your choice.

4. From a profile page, you can click the Flags section located at the top left and apply as many different flags as you wish.

5. You can also generate reports based on flags from your Reporting page.

By following these steps, you will be able to set up and utilize flags effectively within the MedicareProCRM system.