The Ambassador Program allows your customers to refer others to your services through the customer portal and earn rewards for every successful (closed won) proposal. To activate this program, manage where referred leads are added within SubcontractorHub and set the reward amount, follow these steps:
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.
Step 6: Go to the “Public Proposal” section of your settings and click the “Edit” icon.
Step 7: From the “Ambassador Portal Leads Default Module” dropdown, select if you want referred leads to sync within the “Leads” module or “Customers” module.
Step 8: Click “Update” to save your changes.
