Referral Program Overview & Details
Last updated
Last updated
You also have the option to provide an overview of your referral program and detailed information about the program to further elaborate on its benefits and features for your clients. This allows you to effectively communicate the value and advantages of participating in your referral program, encouraging more clients to join and actively engage in referring others.
To input the referral program overview and details, follow these steps:
Click on the "Edit" button.
Fill in the referral program overview and details in the respective languages provided.
Once you have completed the necessary information, click on the "Save" button to save your changes.
On the CRM Client Portal, clients will have access to read the overview of the referral program.
If they are interested in learning more about the program, they can simply click on the "Learn More" button, which will direct them to view the detailed information and specifics of the referral program. This allows clients to gain a comprehensive understanding of the program and its benefits before deciding to participate.
