Have all your aftercare leads sent from Passare to Precoa every day automatically
How it works
Family and Friends on any signed at-need contract in Passare can be added into Precoa as an aftercare lead. A report will automatically run every morning from the contracts that were signed the day before and send over any family and friends from those contracts.
How to sign up
Reach out to our support team (email@example.com or call 1-800-692-5111) and they can get you started.
How to remove a contact from the Precoa export list
If you would like to remove any family or friend contacts from being exported to Precoa, we have a way for you to mark them.
Go to the Family & Friends page.
Select the contact.
Open Additional information under the selected contact.
If you scroll down, you'll see a checkbox called "Do not contact."
Check this box and be sure you Save any changes.
If you ever need a reminder what this preference means, hover your mouse over the information "" icon.
When this box is checked, the contact will not be exported.
Call our Support team at 1-800-692-5111 or email using firstname.lastname@example.org.