- From the EPICompliance Customer Console, access the Accounts>Refer a Friend section.
- Click on the plus sign (+) icon located on the upper right part of the screen.
- The “New Referral” pop-up box will appear on your screen. Proceed to fill in the information. For the “Business Type” and “State,” choose whichever is applicable from the dropdown options.
- When done, click on the Save button.
- The EPICompliance “Refer A Friend” system will then automatically send out an invitation via e-mail to your referral. See the sample below.
- The referral person or company will have to accept your invitation through the link found in the email for it to be tagged as a successful referral.
- You may check if your referral has accepted your invitation and proceeded to subscribe to EPICompliance by going back to the "Refer-A-Friend" section. See the sample below.
For questions or concerns, contact us via the following:
- Chatbox/window on your Complete Compliance Suite screen.
- Telephone: 877-560-4261
- Email: support@epicompliance.com