Profile Page

Medicare pro has a neat feature that allows you to keep track of the people you have taken care of during AEP and also see those people who you havn't...

Adding a policy to a client profile page is a straightforward process. This guide will walk you through the necessary steps to efficiently add a polic...

Alerts are essential time-sensitive notifications that help you stay organized and proactive in your client interactions. By setting alerts, you can e...

This document provides a comprehensive guide on how to manage prospects and clients on your Leads page within the MedicareProCRM platform. By followin...

This document provides a comprehensive guide on how to create a new profile within the MedicareProCRM system. By following the steps outlined below, u...

There are two ways to edit policies. This guide will demonstrate how to edit a policy from a profile page. From any profile page that has a policy on ...

This document provides a step-by-step guide on how to link two profiles as a couple within the MedicareProCRM system. By following these instructions,...

This article provides guidance on how to add or edit information in the private info section of your account. It is essential to ensure that your secu...

If you have phone numbers stored on a profile but need to edit it, its pretty easy by following these steps. Make sure you are in the "Contact info" s...

This document provides a step-by-step guide on how to delete a profile in the MedicareProCRM system. It also includes important checks to ensure that ...

This article provides an overview of the various baseline statuses and lead designations within the MedicareProCRM system. Understanding these classif...

This document provides a step-by-step guide on how to create a new profile in MedicareProCRM, including how to add essential contact information such ...