Referral Assistant

Start in the Sales Agent OS app. Then use the chat. Four jobs. Type a number. Tap send.

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Open the dashboard

In the Sales Agent OS app, tap Referral Programme. That opens the Referral Dashboard.

Referral Programme card in the Sales Agent OS app
Tap Referral Programme. Then the chat guide below starts.

Open the chat

Type the referrer (introducer) phone number. The referrer (introducer) is you, the person who refers. Use the same number every time. Example: 012-345 6789.

Phone login screen for Referral Assistant
Sample screen. Type your number, then tap the orange button.

The chat says hello and shows this menu:

Chat menu with four choices
The four jobs. Type 1, 2, 3, or 4.

1Add Lead (Potential Contact)

Use this when you have a new person to refer. A lead (potential contact) is the person you are referring to us.

  1. Type 1 and send.
  2. Type the lead (potential contact) name and phone.
  3. Area is optional.
  4. Pick an agent, or leave “No preference”.
  5. Remarks are optional.
  6. Tap Submit lead (potential contact).
Add Lead form, top of the screen
The form opens in the chat. Your name is already filled in.
Add Lead form submit button
Scroll down, then tap Submit lead (potential contact). Cancel goes back to the menu.

2Edit Lead (Potential Contact)

Use this to change a lead (potential contact) you already sent.

  1. Type 2 and send.
  2. Type the lead (potential contact) number. Example: 1.
  3. Type the number of the thing you want to change.
  4. Type the new value and send.
List of leads to edit
Reply with the lead (potential contact) number.
Fields you can change on a lead
Then pick what to change: name, phone, area, agent, or remark.

3Check Lead (Potential Contact)

Use this to see your leads (potential contacts). You only look. You do not edit here.

  1. Type 3 and send.
  2. Read the list: name, phone, area, agent, and status.
List of the referrer's leads
Sample leads (potential contacts). Your own list will look like this.

4My Details

Use this for your payout details. The office needs these to pay you.

  1. Type 4 and send.
  2. Fill your name, bank, account, IC, TIN, and address.
  3. Your phone is shown. You cannot type a new phone here.
  4. Tap Save details.
My Details form, name and bank
Start at the top. Type your real name and bank.
My Details form, IC, tax, address, and save
Then IC, tax number, and address. Tap Save details.
If you get stuck