Program Notes
You can create a separate account for each Service Provider or
allow all field personnel to use a shared account to register
new Homeowners.
Individual Accounts (Recommended)
Individual accounts allow you to:
-
Track Customer Referrals:
Associate each Homeowner with the Service Provider
who originally registered them.
-
Monitor Productivity:
Track registrations and customer acquisition
by individual Service Provider.
-
Improve Accountability:
Maintain a clear record of who enrolled each Homeowner.
Shared Account
A shared account simplifies administration, but limits
your ability to identify individual contributions and
measure the performance of each Service Provider.
