Welcome to our comprehensive guide on how to create a lead from a referral link using ScoreCEO, a robust credit repair software equipped with various tools to enhance your credit repair activities. This tutorial will guide you through the steps to effectively refer a friend in customer portal.
Section 1: Getting Started
Logging into the ScoreCEO Portal
Begin by opening your web browser and navigating to the ScoreCEO portal login page at https://beta.scoreceo.com/.
Enter your email and password to log in to your account.
Section 2: Accessing the Referrals Section
Navigating to the Referrals Area
Once logged in, locate the 'Referrals' tab, which is the third option on the left side of the main dashboard. This section is dedicated to managing and creating new referral links.
Section 3: Creating a Lead Using Referral Links
Step 1: Choosing the Referral Method
On the referrals page, you will see four options for creating and sharing referral links:
Using Code/Link
Using Facebook
Using Email
Using Twitter
Step 2: Using Facebook to Share a Referral Link
Click on the 'Post' button in the blue tab under the Facebook section.
If you are already logged into Facebook, it will prompt you to create a post. You can type a message to accompany your referral link and then click 'Post'.
Step 3: Sharing the Referral Link on Other Platforms
Using Twitter
Similar to Facebook, click on the 'tweet' button under the Twitter section to share your referral link.
If logged in, you can type a message and tweet it to your followers.
Using Email
In the email section, type in the email addresses of potential leads, separated by commas.
The system will send the referral link directly to these emails.
Using Other Sources
To share via WhatsApp or other platforms, simply copy the referral link provided and paste it into your desired communication tool.
Step 4: Generating Leads
When individuals click on your referral link (regardless of the platform), they will be directed to a landing page where they can fill out their information.
This allows the CRO to contact them, provide consultation, and potentially convert them into their customers through your referral.
Conclusion
Congratulations on successfully utilizing the referral link feature in ScoreCEO to refer friends! By following these steps, you can effectively engage potential clients through various social media platforms and email, by your referral.