Automation Logs

Edited

This document provides a step-by-step guide on how to view the history of performed automation related to a specific profile within the MedicareProCRM system. By following these instructions, users can easily access relevant logs and notes associated with a profile.

Accessing Automation History

To view the history of automation actions that pertain to a certain profile, follow the steps outlined below:

Step-by-Step Instructions

  1. Navigate to a Profile: Begin by locating and selecting the profile you wish to review.

  2. Click the "Notes & Logs" Icon: On the left-hand side of the profile page, find and click the "Notes & Logs" icon to access the relevant section.

  3. Select "Other Logs": Within the "Notes & Logs" section, click on the "Other Logs" option to view the automation history associated with the profile.

By following these steps, users can efficiently track and review the automation history for any profile within the MedicareProCRM system.