For sales ops: Notify customers when referral codes change

Sales ops at training firms face referral edits that let international codes be missed and credits skipped. Notifications prompt support to verify codes so credits apply at initial payout.

Overview

Missed referral credits frustrate clients and create reconciliation work for sales ops. This flow notifies customers and assigns verification to support so international referral codes are confirmed before initial payout, reducing missed credits and simplifying reconciliation.

Notable Features

Notify customers on referral change
Flag international referral codes for review
Create verification task for support