podium FAQs
Can you please explain ‘Payee Type’, in podium? * Individual – This means that we will pay a referral fee for each contact created on the partner and tied to a referral code. When this is selected your codes will be restricted to a single contact and that contact will be paid a referral fee to the bank informa…
How to create a new partner in podium (Individual payee)
How to create a new partner in podium In this article you will learn: * How to add an individual Partner in podium, where referral fees are paid to the individuals. * Partner codes showing in thru * Permission to email customer documents partners For information on how to create a new business partner in pod…
How to create a new partner in podium (Business payee)
In this article you will learn: * How to add a Partner in podium as a Business Payee (referral fees go to the Business) * Partner codes showing in thru * Permission to email customer documents partners For information on how to create a new individual partner in podium - see article - How to create a new pa…
