Pipeline is a powerful CRM that becomes even more useful when connected to the data you have in Passare.
✋ To get started with this feature, reach out to our support team at support@passare.com or call (800) 692-5111.
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.
Remove contacts from the Pipeline export list
Follow these steps to remove any family or friend contacts from being exported to Pipeline.
Go to the Family & Friends page in a case.
Select the contact.
Open Additional information under the selected contact.
Scroll down and check the box labelled Do Not Contact.
Be sure you Save any changes.
Hover your mouse over the information 
icon for brief description/reminder.
When this box is checked, the contact will not be exported.
Need help? Email us at support@passare.com or call (800) 692-5111!