Enabling Automations

Edited

This article provides a step-by-step guide on how to manage add-ons within your profile settings in the MedicareProCRM platform. By following these instructions, you can easily add new features to enhance your subscription experience.

Accessing Your Profile Settings

To begin managing your add-ons, you first need to access your profile settings. Follow these steps:

  1. Click your profile picture or initials located at the top-right corner of the screen.

  2. Select "Settings" from the dropdown menu.

Navigating to Subscriptions

Once you are in the Settings menu, you will need to navigate to the Subscriptions section:

  1. Click on "Subscriptions" in the settings menu.

Adding an Add-On

In the Subscriptions section, you will find various add-on options available for your account:

  1. Look for the add-on options in the right-hand column.

  2. Select "Add" next to the Automatons add-on.

Subscription Considerations

It is important to note the following regarding your subscriptions:

  • If you have an existing subscription, the Automatons add-on will be applied to that subscription.

  • If your base subscription is covered by your agency but you wish to purchase this add-on for personal use, you can do so. This will create a new subscription specifically for the add-on.

By following these steps, you can effectively manage your add-ons and enhance your experience with MedicareProCRM. For further assistance, please refer to our support page.