Managing your affiliate details can often be a task filled with tedious back-and-forth, but not anymore! Our latest update streamlines the process, allowing you to view, update, and take action—all from one convenient location within the CRM.
📌 Why This Matters
Effective affiliate management is crucial for small businesses. A streamlined process not only saves you valuable time but also ensures that your data stays accurate and up-to-date. This new feature enhances your ability to manage affiliates efficiently, allowing for smoother operations, especially if you work with a large number of affiliates.
✨ What’s New
- Structured Information Tabs: Easily access affiliate details with new tabs that include Basic Info (Email, First Name, Last Name, Company Name), Details (Website, Phone Number, Country, Address, W-8/W-9 Forms), and Socials (Manage social media handles).
- Quick Actions from Profile: Perform common functions like adding or removing from a campaign, suspending or deleting an affiliate, and adding manual sales directly from the affiliate’s profile.
🛠️ How to Use It
- Step 1: Navigate to the Affiliate Manager in your CRM.
- Step 2: Click on an Affiliate Profile to view details.
- Step 3: Tap the Edit icon next to the name to update any profile details as needed.
- Step 4: Use the 3-dot menu for quick actions such as suspending, deleting, or making campaign updates.
💡 Pro Tip
Regularly review and update your affiliate information to maintain strong communication and trust with your partners.
