How does the Ambassador Program Work for a Customer?

Step 1: As soon as a project is created, a customer portal link with credentials is automatically sent to the customer via email.

Step 2: When the admin activates the referral permissions, the customer gets an Ambassador section within their customer portal. If they want to send a referral, they can simply click the "Submit a Referral Now" button.

Step 3: Customers can add the details of the referral and click "Submit".

Step 4: Each new referral will appear in the Leads tab of SubcontractorHub.

Step 5: Click “Convert” to create a new proposal for the referral.

Step 6: After the proposal is created and ready to be converted into a project, click the "Closed Won Documents Signed" tab to initiate the conversion process.

Step 7: Now that your proposal has been converted into a project, your customer’s rewards are automatically added to their Ambassador account in the customer portal.

Step 8: Your customer can now head to their customer portal and click on the “View Referred Users” button.

Step 9: Customers can view their referred users and their rewards on this page.