- Knowledge Base
- Advocator Payouts & Wallet
- Set Payouts for your Referral Program
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FAQ - Frequently Asked Questions
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Getting Started
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GTR Video Library
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CRM Integration
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Apple Developer
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New Features
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XTRM
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Referral & Product Management
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Advocator Payouts & Wallet
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Advocates
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Sales Rep & Sales Managers
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Email & Messaging Management
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Editing Referral Landing Page - Share Link Design
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How to Engage with Push Notifications for Project Stages
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Advocator Dashboard Administration
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Customizing your App Dashboard
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Referrals
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Document Management
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Project Management Stages
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Product Management
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Messaging Tab
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Review Portal
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Generate your own QR Code
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GTR Support
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Advocator Wallet
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GTR Payments
Manage App Labels for Referral Payouts
Company Admins can “relabel” the Referral Categories to better match/ align their process.
Location: App Labels
In 'App Labels, there are fields where Company Admins can change the 5 default names for our referral categories.
Example of changing referrals default names
- Unverified Referral = New Lead
- Working = Attempting to Schedule
- Verified = Appointment Completed
- Sold Lead = Install Completed
- Closed Lead = Deal Lost.