Automatic Creation of Referral Bonus Records

Automatic Creation of Referral Bonus Records

Introduction

1Stop has simplified the referral bonus process by automatically creating Referral Bonus records when a Sale is approved and that sales has a Lead Source of Referral-Contact, Referral-Employee or Referral-Vendor.  The following video showcases the automatic creation of the Referral Bonus records for each of these lead sources.





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