Our easy to use guide will get you up and running in no time!
How to Log a Lead
- Click on Account Profile.
- Select Rewards > Log a lead.
- Click on the Log a new lead button.
- Insert required detail.
- Click Submit.
- The Lead will now be displayed in your Leads Logged and your
- The relationship Consultant at Netcash will be notified to contact the client and provide feedback.
View leads logged
- Click on Account Profile.
- Select Rewards > Log a lead.
- A report detailing all leads logged together with the current status is displayed.
Checking your rewards statement
- Click on Account Profile.
- Select Rewards > Rewards statement.
- Choose the date range required.
- Submit and view your reward points.
Converting your rewards points
- Click on Account Profile.
- Select Rewards > Convert my points.
- Insert the Amount to be converted.
- Click on Submit.
- The value of the points converted will be offset against the outstanding Invoice total.
- Converted values can be viewed on your statement (Services / Account / Reports / Statement)
