Affiliate Addition By Admin
The CRM system powers administrators to add affiliates and locate them efficiently through the search box on the dashboard– utilizing a range of filters for precise results. This functionality provides administrators with ease in managing and organizing affiliates based on specific criteria.
Affiliate Link Sharing
Affiliates can log in to their dashboard and see their personal info section with business and affiliate application links that they can copy and share. They can also check the list of their referred clients and affiliates.
New Addition By Existing Affiliate
Within the CRM, affiliate users can refer either a new affiliate or a new business. The new affiliate will receive an application form, and the clients will receive a questionnaire. After filling out the application form, new affiliates and clients will be added under the referring affiliate.
Message Templates
The CRM will allow the user to access a list of email/ text message templates on the Template Page. It also allows the addition of new templates.
