This document provides a comprehensive guide on how to utilize automation templates within the MedicareProCRM system. If you are connected to an agency that has provided automation templates, you can easily implement these templates to streamline your processes.

To begin using the automation templates provided by your connected agency, follow these steps:

1. Click on the "New automation" button.

2. In the section labeled "use template automation or create my own," select the desired template from the dropdown menu.

3. Click the "Save" button.

Once you have selected and saved the template, the associated actions should automatically populate in the system.

There are a few important points to keep in mind when using automation templates:

• You may need to edit each action to specify the service that will perform the action.

• After selecting a template, you will not be able to edit or add actions, except for the service that you will use.

By following these guidelines, you can effectively utilize automation templates to enhance your workflow within MedicareProCRM.