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SureLeads Video Guides
Discover and watch the latest videos to learn more about what CRTX has to offer.
CRTX Updates | February 2023
Explore the latest updates to your CRTX dashboard.
Trending Videos
Pro-Tips: Show Me The Money
Learn how to update and make changes to your consultations.
Dashboard Overview
Understanding your CRTX dashboard.
Understanding the Contact Card
Understand the contact card and learn how to make changes.
Sending a Text Message
Learn how to send and receive text messages with CRTX.
Move Patient to Not Interested
Learn how to move a patient from Leads to the
Not Interested
column.
Add a Note to a Contact Card | Leads
Learn how to add a short note to the contact card for lead management follow-up.
Add a Note to a Contact Card | Consultations
Learn how to add a short note to the patient's contact card.
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