How To Download Your Referral Agreement
It is important to always have your referral agreement on hand, so in this article we will go over how to download your referral agreements from NuOp. It is very easy to download your agreements, just follow the steps below.
1. Create an Opportunity as normal.
We are not going over the process of Op creation in depth now, but to learn how to create an Op, click here.
2. When inside the detailed view, navigate to the Referral Terms box and at the bottom will be another section called Other Terms and this is where your agreement will appear.
3. Upon clicking the blue link your agreement will appear in a new window as a PDF. Simply click the arrow at the top right of this new tab, this will download your agreement.
From here you can also print your referral agreement if you prefer.
That is all you need to do in order to download your referral agreement. If you would like to learn more about NuOp check out the Quick Start guide which will help you get a head start.
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