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Agency Setup
Questions and Answers
Using MedicarePRO
The ins and outs
Integrations
How to set up and utilize various integrations
Using MedicarePRO
Profiles
Managing client and prospects
Leads
Reports & Marketing
Other stuff
Importing
Agency Platform
Account & Settings
Client Portal
eSOA
Commission Schedules
Flags
Automations
Search Bar
Client Portal
Creating a portal version
Client Portal as a new lead form
Sending the ClientPortal (single)
Sending ClientPortal (bulk)
ClientPortal QR code and Thanks.io
Client interaction
ClientPortal logs and debugging
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