Flags
Viewing Flagged Contacts on Dashboard
This article provides a step-by-step guide on how to view profiles that you have flagged on your dashboard within the MedicareProCRM system. By follow...
Reporting by Flag
This document provides a step-by-step guide on how to locate all contacts with flags applied to their profiles using the Reporting page in MedicarePro...
Add/Remove Flags in Bulk
This document provides a step-by-step guide on how to add or remove flags for a group of individuals using the Reporting page in MedicareProCRM. Flags...
Adding a Flag to a Contact
This document provides a comprehensive guide on how to manage flags on profile pages within the MedicareProCRM system. Flags are useful for categorizi...
Naming a Flag
This document provides a step-by-step guide on how to set up flags within the MedicareProCRM platform. Flags are useful for categorizing and prioritiz...