Help

Short how-tos for each part of Proferral. For questions about plans and pricing, see the FAQ.

• Getting started
• Your go-to list
• Signing in and your account
• Adding providers
• Importing your vendor list
• Quick-log and the timeline
• Warm introductions
• Check-ins
• The follow-up queue
• Inviting other agents
• Your office
• License checks
• Pro and billing
• Exporting your data