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How to attach a referral if he has already registered

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Video "How to attach a referral if he has already registered"

Sometimes it happens that you have activated a demo period for a client but forgot to attach the client to your account first. For this, we have developed a mechanism for manually attaching a referral.

  • Open the Partnership section (1) and go to the Referrals page (2), click the "Add Referral" button (3);referral_manually_1.png
  • Enter the email by which the referral was registered and the reason for manually adding (1), click the "Add referral" button (2). Adding a referral occurs according to the rules (3). referral_manually_2.png