Table Of Contents

1 -
2 - Drug Tab
3 - Pharmacy Tab
4 - MAPD & PDP Tutorial
5 - INTEGRATED CRM
6 - Agent Portal
7 - Provider And Facility Search
8 - Medicare Supplement
9 - Ancillary Tab
10 - How to import data into the CRM
11 - Adding Sub Users And Sharing Lists
12 - Adjusting Your Account & Billing
13 - Free 30 Day Trial
14 - Search & Save 2 min promo video LinkedIn Version
15 - Search & Save 2 min promo video Medicare Summits
16 - How to use the outbound call recording and storage tool
17 - How to set up & use the incoming phone recording & storage tool
18 - How to set up, access, and use Screen Sharing
19 - How to access & use a PURL for EXISTING clients
20 - How to run reports on Search & Save
21 - The PURL Technology Concept
22 - How to create a PURL
23 - How to use a PURL with a new client
24 - Email Workflow Marketing
25 - Search & Save System Demonstration