Leads Page

This document provides a step-by-step guide on how to add a new lead in the MedicareProCRM system. Following these instructions will ensure that your ...

This document provides a step-by-step guide on how to efficiently remove leads from your leads page in MedicareProCRM. Managing your leads effectively...

This document provides a comprehensive guide on how to set up additional lead categories within the MedicareProCRM platform. By following the steps ou...

This document provides a step-by-step guide on how to transfer leads to downline or affiliate agents using either the Agency platform or the MyBiz pla...

This document provides a step-by-step guide on how to assign a list of leads to downline or affiliate agents using either the Agency platform or the M...

This guide provides a comprehensive overview of how to perform a batch lead import using an Excel or CSV file. By following the steps outlined below, ...

Congratulations on being assigned a new batch of leads! This document will guide you through the process of accepting these leads, ensuring that your ...