When logging in, a user (your referrer or sales agent) will see the screen as below.
They will be seeing your company logo (instead of the one seen of below)
Functions available to the user:
- Updating their own profile information:
- Beneficiary option is in, if the user prefer to transfer their benefits at a certain stage.
- List of all their referrals can be seen, and the contact information of them can be updated:
- Also new referrals can be added, which will automatically be emailed to you.
- Full report in pdf can be downloaded:
- Or the report can be set for certain date range
