This document provides a comprehensive guide on managing email communications within the client or prospect profile pages in the MedicareProCRM system. It outlines the steps to access your email inbox, read and reply to emails, and manage attachments effectively.

To manage email communications for any client or prospect, follow the steps outlined below:

From any client or prospect profile page, locate and click on the envelope icon in the left side navigation. This action will open your email inbox specifically for that individual, displaying all sent and received emails.

Once your email inbox is open, you can:

• Click on any email thread to read the message and reply as necessary.

• Click on the "New Email" button to compose and send a new email.

If a client or prospect sends or replies to an email that includes an attachment, you can easily manage this by clicking on the attachment. This will allow you to download the file directly to the client profile in the "Documents" section, ensuring that all relevant information is stored in one place.

By following these steps, you can efficiently manage your email communications within the MedicareProCRM system, enhancing your interaction with clients and prospects.