How to download a list of referred clients

Updated
December 25, 2024 06:42

To download a list of your referred clients, follow these steps:

Log in to your Partner Personal Area.
Select Reports from the main menu, then Clients List.
At the bottom-right of the page, you will see the option, Export to: CSV | XLSX. Click on the preferred format and then follow the prompts to download.

Note:
The option to export will not appear if you have no referred clients.
CSV is a text-based file format, compatible with Notepad. XLSX is a cell-based file format, compatible with Excel.

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