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MedicarePRO | CRM
MedicarePRO | CRM
Helpful articles and walkthroughs related to our CRM system, MedicarePRO CRM.
38 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"
Creating A New Portal Version
Create A Client Portal Lead Intake Form
Sending the Client Portal (Individually)
Client Portal Logs and Debugging
Bulk Sending Client Portals
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
