MedicarePro | CRM Knowledge Base
Results
No results found
More results
We use cookies to analyze website traffic and help improve our visitor experience. Privacy Policy
Home
Agent Platform

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...