How to use or fill out the referral form with our platform
- Click ‘Get Form’ to open the referral form in the editor.
- Begin by entering your personal information in the designated fields, including your name, email address, and phone number. This ensures that you receive updates and confirmations regarding your referrals.
- Next, provide details about the businesses you are referring. Fill in their business name, contact person, and any relevant notes that may assist the account analyst team in understanding their needs.
- Review all entered information for accuracy. Make sure that all fields are completed as required to avoid delays in processing your referrals.
- Once satisfied with the information provided, click ‘Submit’ to send your referral form directly through our platform. You will receive a confirmation email shortly after submission.
Start using our platform today to effortlessly fill out your referral form for free!
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