Updating your Contact Information for Advisors
Provider Strategies
Adding Rates to Create Instant Quotes
- Check if rates are added to a solution to enable instant quote
- Restricting quoting of solutions for either 1 year or 2 year periods
- Adding flat rates to solutions on the Provider Portal
- Video: How to Add Flat Rates, Modify the Term (Period) and Customize Commission on Instant Quotes (2:58)
- Add Commission Rates on the Provider Portal
- View Accepted and Pending Quotes on the Provider Portal
Solution Listing Page
- Video: How to Categorize your Solutions as a Product OR Service (2:54)
- Video: How to View Recent Top Keywords in Solution Library Search (1:37)
- How to Log into CloudProvider
- What is the Website Link and How do I add one?
- What is the Language Setting? (English or French)
- I need to update my Provider's name on CloudProvider and CloudAdvisors