Recent Articles
How to Transfer Patients From Assigned Staff to Other Staff?
Go to the Service menu and under the PureCRM tab open Transfer Wellness coordinator. First select the pipline from which you want the list of patient. Second select the user who’s patient you want to transfer. On selecting from user you will get a ...
How to Delete CRM Notes for a Patient?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the Note tab. To delete the note click on ...
How to Add CRM Notes for a Patient?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the Note tab. Type the note in the text ...
How to Edit Opportunity Details?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. You can add and update details of card status, the ...
How to Change Opportunity’s CRM Status?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the status drop-down and select the new ...