Application of Promotional Links
Last updated
Last updated
After setting up the promotional links, your IBs can easily access their promotion links through the CRM Client Portal dashboard. This provides them with convenient visibility and easy management of their promotional activities.
When clients register a CRM account using a promotional link, the source of the client will be clearly indicated, displaying the name of the specific promotion link. This helps track and identify the effectiveness of each promotion link in attracting new clients.