Pipeline is a powerful CRM that becomes even more useful when connected to the data you have in Passare.
How it works
Family and Friends on any signed at-need contract in Passare can be added into Pipeline 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 Remove a Contact from the Pipeline Export List
If you would like to remove any family or friend contacts from being exported to Pipeline, we have a way for you to mark them.
1. Go to the Family & Friends page.
2. Select the contact.
3. Open Additional information under the selected contact. When you scroll down, you'll see a checkbox called "Do not contact."
4. 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.
How to sign up
Reach out to our support team (support@passare.com or call 1-800-692-5111) and they can get you started.