How to Add a New Affiliate in Your CRM

An affiliate is a person who helps promote your product or service by sharing their unique affiliate link with potential leads. They get compensated with a commission when a sale is made through their link, while you also earn money in the process. This article will guide you on how to create or add a new affiliate in your CRM.

1. Click "Marketing"

Navigate to the Marketing section

Click

2. Click "Affiliate Manager new"

Click

3. Click "Affiliates"

Click

4. Click "Add"

Click on the Add button.

Click

5. Click "New Affiliate"

Click

6. Add new affiliate

You can easily add a new affiliate by filling out their details in the provided form.

Click

7. Click here to add "First Name & Last Name"

Please enter the first and last name of the affiliate in the appropriate fields below:

Click here to add

8. Click here to add "Email"

To complete the process, please provide the affiliate's email address as their unique affiliate link will be sent via email

Click here to add

9. Click here to add "Phone Number"

To proceed, please provide the affiliate's phone number:

Click here to add

10. Click here to add "Industry"

type in the affiliate

Click here to add

11. Click here to add "Website URL"

Please enter the URL for the website or funnel that you would like the affiliate to promote

Click here to add

12. Click here to "Add affiliate'

After filling out the necessary details of the affiliate, click on the "Add Affiliate" button to confirm the information and add the affiliate to your CRM.

Click here to add
Did this answer your question?
😞
😐
😁