How to activate permission for the 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 icon on the far right.


Step 4: Turn on the permission toggle and input your “Reward Amount Per Closed Won Proposal”, then click "Update".


Step 5: You have now activated your referral program for customers to use via the customer portal.

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