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.

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