Add / Update Affiliates

Add Affiliates

You can manually create an affiliate profile from your ClickCRM Dashboard.

Go to the Affiliates area and click on Add New.

Fill in the applicable fields and then click Save to confirm your changes.

Your new account will show up in the affiliates list.

Update Affiliates

If an affiliate profile is created in ClickCRM, you can edit its information in the Affiliates details page.

From your ClickCRM Dashboard, go to Affiliates area.

Click the name of the affiliate profile you want to edit.

In the Contact section, click on the pencil icon next to the name.

Here you can update the personal and address details for that customer.

Click Save to confirm your changes.