A Product on Connect should be identified as part of a Referral Program when a Service Partner is participating in a program where only a restricted set of products can be offered (i.e. programs with standardized products). Partners can follow the steps below to add either a new or existing Product to a Referral Program.
- Navigate to https://connect.crfusa.com/app and click into the "Products" tab on the left navigation.
For New Products:
2. Click the "Add Product" button in the upper righthand corner to create a new Product.
3. Click into the search field housed under the "Referral Program" section.
4. The options that appear in the dropdown will only include Referral Programs your organization is eligible to participate in as a Service Partner.
Select the appropriate Referral Program (e.g. "JP's Test Program") the Product should be associated with.
NOTE: Please reach out to CRF's Customer Success team if you do not see the Referral Program you are looking for.
5. Your selection (e.g. "JP's Test Program") will populate in the search field.
Proceed to fill out the remainder of the required fields. Once completed, you may use the "Add Product" button at the bottom of the screen to save the new Product.
For Existing Products:
6. To add an existing Product to a Referral Program, navigate to its product card and click on the "Edit" button in the bottom righthand corner.
7. Follow Steps 3 and 4 to select the Referral Program the Product should be associated with.
8. Click the "Save Changes" at the bottom of the screen to save your changes in the system.