Making an Alert

Alerts are essential time-sensitive notifications that help you stay organized and proactive in your client interactions. By setting alerts, you can ensure that you are reminded of important events or deadlines, allowing you to provide timely assistance to your clients. For instance, if a client's spouse is retiring in eight months and requires Medicare assistance, you can set an alert to notify you six months in advance, enabling you to reach out and offer your support.

To set up an alert in MedicareProCRM, follow these simple steps:

1. Navigate to the profile page of the client for whom you want to set the alert.

2. Click the purple actions button located on the page.

3. Select the option labeled "Make Alert."

4. Set the desired alert date and enter a note regarding the alert, then save your changes.

By following these steps, you can effectively manage your alerts and ensure that you are always prepared to assist your clients when they need it most.