FAQ - Frequently Asked Questions

Welcome to the knowledge base FAQ, a general FAQ that incorporates frequently asked questions that may help you without needing to reach support.

Getting Started

This Playbook has a lot of information, and will be your go to source for moving through the process of creating a successful Referral Program!

GTR Video Library

Tired of reading articles? GTR has created a catalog of videos catered to important process' in order for your team to be fully trained with GTR

CRM Integration

How to Integrate your CRM.

Apple Developer

Instructions to enroll you Apple Developer account, and add GTR as as Admin.

New Features

XTRM

In order to use the Advocator wallet, you must go through an XTRM onboarding process that is separate from GTR. Instructions and Tips here.

Referral & Product Management

Configure your Referrals based on the Products you offer

Advocator Payouts & Wallet

The Advocator Wallet is a great feature for Paying out Advocates, Tracking transactions, & much more. Check out the use cases and tutorials here!

Sales Rep & Sales Managers

GTR has enabled any Company Admin to manage their own Sales Reps & managers with permissions, features etc. Use Cases and Tutorials are located here!

Email & Messaging Management

Email & Messaging Management enables you to add/edit email templates that you send to Advocates emails & phones! Check out the use cases and tutorial!

Editing Referral Landing Page - Share Link Design

How to Engage with Push Notifications for Project Stages

A big incentive for Advocates to download the application is staying updated via push notifications. Check out the use cases and tutorials here!

Advocator Dashboard Administration

Helpful Tips and Instructions on Dashboard Tab usage.

Customizing your App Dashboard

New UI settings options in the Admin Dashboard that will let you customize the application instantly! Check out the use cases and tutorials here!

Document Management

Project Management Stages

Project Management Stages are meant to deliver push notifications and emails to a current customer as their project reaches new milestones.

Messaging Tab

Messaging feature is a useful tool for in office administration; in which Company Admins can message Advocates to their application.

Review Portal

Generate your own QR Code

QR Codes are an easy way for potential customers to quickly and conveniently view marketing material. Check out how it can work for your company!

GTR Support

Admin Dashboard Video Tutorials and more.