Kredily Insider Referral

Referral Lead Submission Instructions

1. Enter Referral Lead Details
   Provide the following details for the referred lead:

   • First Name
   • Last Name
   • Email
   • Phone Number
   • Assign the lead owner
   • Referral Owner Email

2. Lead Assignment Process

   • If the lead is new, it will be automatically assigned to the respective sales owner.
   • If the lead already exists, the system will check for the following key activities before assignment:
     • No past paid customer activity should exist.
     • No demo, quotation, or outbound call(Connected) activity should have occurred in the past 30 days.

3. Automatic Assignment Rules

   • If the system does not find any of the above-mentioned activities, the lead will be automatically assigned to the sales owner who submitted the referral.