How to Refer a Friend to SalesNexus

Applies to: R4 Version

1. To get started go to X > System Settings
   
2. Next find "Referrals" in the menu that appears to the left
   
   
   
3. To see information about sending us referrals (like what you get in return) click the "See more details" button
   
   
   
4. When your ready to star referring your friends, click "Start Referring"
   
   
5. Next enter the name for your Friend, and his/her email address
   
   
6. Click the "Refer" button and your friends will get a convenient link to start a new free trial, and you get a gift!

Happy Referring!