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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

Leads

Batch Lead Accept
Add a Single Lead
Adding more lead status categories
Assigning Leads (single)
Assigning Leads (multiple)
Removing Prospects from Leads page (bulk)
Batch Lead Import
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