How to Make a Referral Using Spark Advisors Platform | Scribe

How to Make a Referral Using Spark Advisors Platform

  • Nephtali Navarro |
  • 0 step |
  • 56 seconds
  • SparkadvisorsSparkadvisors
  • GmailGmail
  • Google AccountGoogle Account
Navigate to [https://platform.sparkadvisors.com/](https://platform.sparkadvisors.com/)
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Click on "Contacts" on the left panel in the Spark Platform.
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Locate a client to use as an example
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Click the blue button in the top right corner
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Click the option for "send referral request""
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Your client will receive an email
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The client will select the link in the email
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The link will bring the client to a site and then click "Let's get started"
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The client will fill out the form
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Click "Make a referral"
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An email is sent to the the referred person to fill out a PTC
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The person referred fills out a PTC form
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Fills out PTC form
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The referral and their information is now stored as a Contact in the Spark Platform
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