Automations

This document provides a step-by-step guide for agencies looking to enable the Automation add-on for their downline agents within the Agency Platform....

This document provides a step-by-step guide on how to view the history of performed automation related to a specific profile within the MedicareProCRM...

What is an automation? An automation is a series of actions that perform various tasks whenever a qualifying trigger takes place. For example. You mig...

This document provides a comprehensive guide on how to utilize automation templates within the MedicareProCRM system. If you are connected to an agenc...

This document provides a comprehensive guide on how to template an automation within the MedicareProCRM system. By following these steps, users can cr...

This article provides a step-by-step guide on how to manage add-ons within your profile settings in the MedicareProCRM platform. By following these in...

In the realm of agency management, particularly when dealing with downline LOA (Licensed Only Agents) agents, it is crucial to establish effective aut...