How can we help you?
Search
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
Profiles
Private Info Section
Deleting a profile
Linking Accounts
Making a new profile
Adding a phone number
Editing a phone number
Prospect vs Lead
Enabling/ Disabling lead status
Editing Policies from a profile
Editing policies from the Pending page
Stonly knowledge base
© 2024 Stonly. All rights reserved.
