How to process customer recommendations [Video]

In this training video, you can learn how to add a customer recommendation to a lead. This includes producing the recommendations report and recording a recommendations payment to the customer.

In Brief

• Within Leads Browser, select the Lead that has been recommended and click Advanced → Recommendations

• Click Search and find the customer that has made the recommendation. Click Add and enter the amount due to be paid to the customer

• Within Contracts, click Reports → Recommendations Report and select the date range for the report

• To mark a payment, open the recommenders contract and click Advanced → Recommends. Record who was paid and the date the payment was made