https://knowledgebase.getthereferral.com/knowledgebase/advocate-management-dash2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/implementation-schedule2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-do-i-add-a-disclaimer-to-the-referral-webpage2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/using-the-advocator-wallet-user-transactions2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/crm-integration-form-preview2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/faq-xtrm2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/kb-404https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/GTR%20Logo-01-n-text-white-2.pngGTRLogo01ntextwhite2GTRLogo01ntextwhite2https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/GTR%20Logo-01-Nov-03-2021-04-33-54-48-PM.pngGTRLogo01Nov03202104335448PMGTRLogo01Nov03202104335448PMhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/Knowledge%20Base%20(2).gifKnowledgeBase2KnowledgeBase22025-12-08https://knowledgebase.getthereferral.com/knowledgebase/request-form2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/scheduled-emails2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/integrate-crm2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/zapier-x-gtr-integration2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/generate-qr-tab2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/feeds2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/folders-for-advocates-documents2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/general-settings2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/terms-of-service-privacy-policy2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/customize-the-referral-landing-page2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/using-the-advocator-wallet-view-manage-pending-payments2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/send-monthly-stats-report-to-your-sales-reps2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/manage-users-roles2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-pay-out-tiered-referrals2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/apple-dev-accepting-new-terms-conditions2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/individual-and-organization-enrollment-apple-developer-program2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/video-dashboard-training-1-general-settings2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/customizing-the-application-page2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/review-portal-tutorial-part-2-using-your-review-portal2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/referral-administration2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/company-cam-integration2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/xtrm-logging-into-xtrm-through-the-gtr-admin-dashboard2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/payment-options2025-12-08https://knowledgebase.getthereferral.com/knowledgebasehttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/GTR%20Logo-01-n-text-white-2.pngGTRLogo01ntextwhite2GTRLogo01ntextwhite2https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/crm%20(2).pngcrm2crm2https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/How%20we%20Work%20for%20You.pngHowweWorkforYouHowweWorkforYouhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/technical-support.pngtechnicalsupporttechnicalsupporthttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/smartphone.pngsmartphonesmartphonehttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/project-management%20(2).pngprojectmanagement2projectmanagement2https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/administrator.pngadministratoradministratorhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/email.pngemailemailhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/digital-wallet.pngdigitalwalletdigitalwallethttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/playbook-icon.pngplaybookiconplaybookiconhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/trader.pngtradertraderhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/DocStorage.pngDocStorageDocStoragehttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/XTRM_128x128.pngXTRM128x128XTRM128x128https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/GTR%20Logo-01-Nov-03-2021-04-33-54-48-PM.pngGTRLogo01Nov03202104335448PMGTRLogo01Nov03202104335448PMhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/app-store-1.pngappstore1appstore1https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/comment.pngcommentcommenthttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/feature.pngfeaturefeaturehttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/distributed-1.pngdistributed1distributed1https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/Knowledge%20Base%20(2).gifKnowledgeBase2KnowledgeBase22025-12-08https://knowledgebase.getthereferral.com/knowledgebase/get-the-referral-onboarding-checklist2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/advocate-salesrep-management2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/using-the-advocator-wallet-manually-sending-money-to-an-advocate2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/delivery-status-for-bulk-pn-sends-standardized-merge-variables-for-email-and-pn2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-share-documents2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/project-management-stages-12025-12-08https://knowledgebase.getthereferral.com/knowledgebase/paying-gtr-bill2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/manage-app-labels-for-referrals2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/glossary-of-terms-categorical2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/custom-smtp-configuration2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-customize-referral-boost-templates2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/using-the-advocator-wallet2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-import-sales-reps-individually-and-in-bull2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/getting-set-up-with-xtrm2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/company-cam-tutorial2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/setting-up-xtrm2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/token-fields2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/faq-user-roles2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-engage-with-push-notifications2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/crm-integration-overview2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/referral-product-management-12025-12-08https://knowledgebase.getthereferral.com/knowledgebase/giving-salesrep-dashboard-permissions2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/manage-/-configure-sales-manager-sales-rep-activity-results2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-activate-deactivate-remove-sales-reps2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-send-emails-to-contacts2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/dashboard-training-3-adding-salesreps2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/xtrm-advanced-services-submission2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/set-payouts-for-your-referral-program-12025-12-08https://knowledgebase.getthereferral.com/knowledgebase/email-sms-management-email-merge-/-token-fields2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/crm-video-crm-integration-form-process2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-engage-with-push-notifications-for-project-stages-12025-12-08https://knowledgebase.getthereferral.com/knowledgebase/sharing2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/sales-rep-bonus-payments-how-do-i-maximize-my-transfer-limits2026-03-05https://knowledgebase.getthereferral.com/knowledgebase/email-message-management2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/push-notification-manager2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/multilingual-labels2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/editing-product-management-stages2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/video-tutorials2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/dashboard-training-4-advocate-referral-management2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/review-portal-review-gating-guidelines2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-upload-contacts-into-referral-boost2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/webhook-details-for-lead-status-change2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/lead-advocate-referral-page-12025-12-08https://knowledgebase.getthereferral.com/knowledgebase/my-profile2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-customize-your-sms/text-template2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/dashboard-training-2-referral-payout2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/forgot-/-reset-password2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/kb-search-resultshttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/Knowledge%20Base%20(2).gifKnowledgeBase2KnowledgeBase2https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/GTR%20Logo-01-Nov-03-2021-04-33-54-48-PM.pngGTRLogo01Nov03202104335448PMGTRLogo01Nov03202104335448PMhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/GTR%20Logo-01-n-text-white-2.pngGTRLogo01ntextwhite2GTRLogo01ntextwhite22025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-do-advocates-transfer-funds-directly-from-the-app-to-their-bank-account2025-12-19https://knowledgebase.getthereferral.com/knowledgebase/notification-settings2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/playbook-pro/premium/custom2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/referral-boost-overview2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/sales-manager-administration2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/steps-to-login-into-application2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/manage-email-notification-settings-2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/1009-k2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/faq-referrals-products2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/glossary-of-terms-alphabetical2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/setting-up-advocate-welcome-sms2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/sms-messaging2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/faq-account-issues2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/scheduled-push-notifications2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/uploading-documents-for-individual-advocates2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/terms-of-service-privacy-policy-video2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/using-the-advocator-wallet-12025-12-08https://knowledgebase.getthereferral.com/knowledgebase/messaging-dashboard-feature2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/email-marketing2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/kb-tickets/newhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/GTR%20Logo-01-Nov-03-2021-04-33-54-48-PM.pngGTRLogo01Nov03202104335448PMGTRLogo01Nov03202104335448PMhttps://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/GTR%20Logo-01-n-text-white-2.pngGTRLogo01ntextwhite2GTRLogo01ntextwhite2https://1550291.fs1.hubspotusercontent-na1.net/hubfs/1550291/Knowledge%20Base%20(2).gifKnowledgeBase2KnowledgeBase22025-12-08https://knowledgebase.getthereferral.com/knowledgebase/push-notifications-templates2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/review-portal-user-app-flow2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/dashboard2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/review-portal-part-3-new-enhancements2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/does-my-virtual-pre-paid-visa-mastercard-card-expire2026-02-06https://knowledgebase.getthereferral.com/knowledgebase/standard-email-configuration2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/tiered-referrals2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-engage-with-push-notifications-for-project-stages-2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/dashboard-training-5-referral2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/email-manager2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/referral-boost-faqs2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/messaging2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/email-sms-management-changing-automated-system-email-name2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/lead-advocate-referral-page-22025-12-08https://knowledgebase.getthereferral.com/knowledgebase/find-and-customize-your-email-template2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/dashboard-training-videos-1-52025-12-08https://knowledgebase.getthereferral.com/knowledgebase/lead-advocate-referral-page-new-features2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/faq-commonly-asked-questions2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-configure-your-email-sender-dns-records2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/xtrm-utilizing-xtrm-for-advocator-wallet2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/how-to-enable-configure-project-stages-for-advocates2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/introduction-to-gtr-admin-dashboard2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/faq-2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/share-link-design2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/apple-development-enrollment-instructions-for-iphone2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/faq-apple-developer2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/company-admin-functionalities2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/product2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/apple-developer-enrollment-instructions2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/about-xtrm2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/review-portal-tutorial2025-12-08https://knowledgebase.getthereferral.com/knowledgebase/new-payment-portal-12.4.232025-12-08https://knowledgebase.getthereferral.com/knowledgebase/set-payouts-for-your-referral-program-customizing-payouts-for-advocates2025-12-08