Reports & Marketing

This document provides a step-by-step guide on how to create and print labels using the reporting feature in our system. Follow the instructions below...

Here's how to include an unsubscribe option in your emails so your contacts can opt out if they choose to. This is a key part of keeping your communic...

If you need to attach a file to an email you are about to send to a single person, this guide will walk you through how to do that. From the profile p...

If you need to attach a file to an email you are about to send to a group of people, this guide will walk you through how to do that. To attach a docu...

This document provides a step-by-step guide on how to locate all contacts that are under a specific company using the Reporting page in MedicareProCRM...

Exporting data from your database to an Excel or CSV file can be a straightforward process. Whether you need to analyze your data further or share it ...

From time to time it may be necessary to merge profiles together. You might have two versions of a client record in the CRM and both have valuable dat...

From time to time you might need to change a particular data point for a whole group of people. To do this follow these steps. Navigate to the reporti...

Sending bulk emails can be a great way to communicate with your audience efficiently. In this guide, we will walk you through the simple steps to send...

This document provides a comprehensive guide on how to pull up and manage your bulk email campaigns using the MedicareProCRM platform. Follow the step...

Welcome to our guide on using Blitz Mode! This feature is designed to streamline your workflow by allowing you to cycle through individual profile pag...

This document provides a comprehensive guide for agency principals on how to create and share email and letter templates with their downline agents. B...

This document provides a comprehensive guide on how to send bulk letters from the Reporting page of MedicareProCRM. By following the outlined steps, u...

Creating a reusable email signature is a great way to maintain consistency and professionalism in your communications. Whether you're sending a single...

Creating a reusable letter signature in MedicarePro CRM is a simple and effective way to streamline your communication, whether you're sending bulk or...

When creating email or mail templates from the "Templates" section of the reporting page, you may want to personalize your messages. Merge tags are a ...

Here we will outline how to make reusable email or mail templates. Click on the Templates button from your "Reporting" page From the Templates secti...