Onboarding Your Team to Refer2u

Get your team up and running on Refer2u with this onboarding guide.

Preparation

Before inviting your team:

1. Set Up Account: Create Business Account with domain
2. Configure Settings: Set up account preferences
3. Add Initial Data: Import or add key contacts
4. Prepare Materials: Create training materials

Invitation Process

Step 1: Invite Team Members

• Send individual invitations
• Or enable domain-based auto-detection
• Include welcome message

Step 2: Provide Training

• Share documentation
• Conduct training sessions
• Provide examples
• Answer questions

Step 3: Set Expectations

• Explain account purpose
• Define roles and responsibilities
• Set usage guidelines
• Establish workflows

Onboarding Checklist

• [ ] Account created with domain
• [ ] Initial contacts added
• [ ] Team members invited
• [ ] Roles assigned appropriately
• [ ] Training provided
• [ ] Documentation shared
• [ ] Support channels established

Best Practices

1. Start Small: Begin with key team members
2. Provide Support: Be available for questions
3. Lead by Example: Use the platform actively
4. Gather Feedback: Listen to team input
5. Iterate: Improve based on feedback

Common Questions

"How do I add a contact?"

• Show them the Contacts page
• Demonstrate the process
• Provide examples

"What's the difference between contacts and partners?"

• Explain the distinction
• Provide use cases
• Show examples

"How do I track opportunities?"

• Walk through opportunity creation
• Show pipeline view
• Explain stages

Support Resources

• Knowledge Base articles
• Video tutorials
• Team training sessions
• Support team contact

Measuring Success

Track onboarding success:

• Number of active users
• Contacts added
• Opportunities created
• Team engagement

Adjust your approach based on these metrics.