How to activate permission for the Referral/Ambassador program?
Step 1: Click on “Hi, Username” in the top right corner and select "Settings”.
Step 2: Click on “Referral Settings”
Step 3: Click on the “Edit” button on the far right.
Step 4: Turn on the permission toggle and add your “Reward Amount per Closed Won Proposal”
Step 5: Click "Update" to activate your referral program for customers via the customer portal.