To send a thank you message, click on your opportunity in progress you wish to complete.
Once you have clicked on the opportunity find in the top right-hand corner, the ‘complete’ icon and click it.
You will be greeted with the following screen, click ‘next’.
Once you have clicked next you will be asked to verify the value of the opportunity to you. This will not be seen by any other parties other than yourself, and does not confirm the value of the opportunity. The value is used to calculate the reward tokens, if the accounts are using a rewards program and have set the rewards program up to issue tokens as a % of the completed referral value. Once completed, click ‘next[MB1] ’.
Once you are on the thank you screen, here you have the ability to send a thank you message to the referrer. You can either click ‘yes please’ to send a referral or ‘no thanks’ to not send a thank you note. Should you decide to send one, write a brief message and click next. This sends the referrer a thank you message and shows your appreciation for the opportunity they have provided you.
You can then send a thank you message to the client you have been referred thanking them for their time and support for you and your business. The same principle applies for the client as it does the referrer. Then click ‘complete opportunity’.
Once you have finished, both parties receive the thank you note, Then the referral status is changed to completed and will be cleared from the opportunities page unless you re-set the filter to show completed referrals.