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MedicarePRO | CRM
MedicarePRO | CRM
Helpful articles and walkthroughs related to our CRM system, MedicarePRO CRM.
35 articles
Profiles
Creating A New Profile
Delete A Profile
Adding A Phone Number
Editing A Phone Number
Private Info Section
Linking Accounts
Prospect VS Lead
Enable/Disable Lead Status
Editing a Policy
Updating Policy Status
Leads
Batch Lead "Accept"
Add a New Lead
Adding More Lead Status Categories
Reports & Marketing
Templates V2
Signatures
Finding Profiles With No Polices
How To Export Reports
Merging Profiles
Batch Update Profiles
How To Create and Send Email Templates
Account & Settings
Update Your Password
Creating a Security Pin
Alerts & Notifications
Client Portal
What Is a "Client Portal"
Sending a Client Portal (Purl)
Customize The Client Portal
eSOA (Electronic Scope of Appointment)
Enabling eSOA (Electronic Scope of Appointment)
Generate & Send an eSOA (Electronic Scope of Appointment)
Integrations
Calendly
Automations
Making an Automation
Viewing Automation Logs
Create an Automation From A Template
Other (misc.)
Flags
Managing Sources
Import Clients
Importing Your Book of Business