If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a referral credit. This credit is only available once the potential client is fully signed on to our services.  

• A $200 referral credit can be used only for the referring client’s EXISTING product/services with Optimize upon their next payment frequency. Cannot not be applied to a 1-time product/service.
  • This will be reflected in Salesforce as a Subscription Product labelled Referral Credit with the name of the client that they referred.
    • The Sales Type is OSM Sponsored – Credit
    • This Subscription Product will stay in the Proposed Stage until the credit is to be applied to a services payment.