This document provides a step-by-step guide on how to send various types of mail from the profile page of any client or prospect within the MedicareProCRM system. By following these instructions, users can efficiently communicate with clients through different mail options.

To send mail from a client or prospect's profile, please follow the steps outlined below:

1. Navigate to the profile page of the client or prospect.

2. Click on the "Action" button located on the right-hand side of the page.

3. From the dropdown menu, select "Send mail."

4. A list of mail options will appear. Choose "thanks.io" from the available options.

5. After selecting "thanks.io," you will be presented with various mail types, including:

• Postcard

• Notecard

• Gift card

6. Once you have selected a mail type, the corresponding mail image and message templates will populate on the screen.

7. Review the available templates and select the ones you wish to send.

8. After making all necessary selections, the blue "Send" button on the left-hand side will illuminate, indicating that you are ready to send your mail.

9. Click the "Send" button to complete the process.

By following these steps, you can effectively send personalized mail to your clients and prospects, enhancing your communication efforts.