May 1, 2023

Sales Affiliate Guide

Explore our Sales Affiliate Guide, a comprehensive resource covering the signup process and strategies for success with Omega Tax Credits. Maximize your potential today!

1. Register to become an affiliate in the referral app.

Create your account via our app.

2. Enter your contact information.

Enter your phone number, your company's name and your company's website.

3. Fill out the referral form in the referral app.

Click the "Add Referral" button. Alternatively, you can copy your unique link to refer a business.

4. OR - Use your unique link

Entering referral information is the fastest way to ensure you get the ball rolling, but if you'd like, you can also refer partners with your unique partner referral link located at the bottom of the app.

5. Enter the contact information for your referral.

After clicking the Add Referral button, you'll be asked to provide some basic information about the referral. Make sure you select the lead type for either Customer or Partner depending on who you are referring.

6. Congratulations! You submitted your referral.

Now Omega will contact them and do the rest.

7. Track you customer referrals.

Click on the "My Referrals" section to track the status of your referrals until you receive your payment.

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