Referral Program Guidelines

1. You must be a current customer of Reporting to the MAX including Point of Sale and Non-profit Versions



2. The person/company you are referring must be a first-time Reporting to the MAX prospect



3. The intent of the program is to give you credit for your referral business towards your next purchase.



4. Referral Options - ways to let us know who you are referring:
   a. Email your Account Executive at: salesteam@cmstothemax.com
   b. Call your Account Executive at: 800-388-3038
   c. Fax back the form to your Account Executive at: 208-375-4539
   .........................................OR
   d. Fill out the referral form online: ....www.cmstothemax.com/referral/referral.asp



5. The person/company you refer can not have been a previous customer of Reporting to the MAX including Point of Sale and Non-profit Versions



6. You must use your award within 1 year of when the credit occurs.



7. You will be sent a certificate for $1,000, recognizing your referral, thirty days after the person you referred purchases from Reporting to the MAX including Point of Sale and Non-profit Versions. Certificate must be redeemed in order to receive the discount on your next purchase of Reporting to the MAX products.**



8. The referred party must purchase within six (6) months of the referring date.

You talk about your software anyway,
.................................…Now get paid for it!

Call: 800-388-3038 / email: sales@cmstothemax.com /
fax: 208-375-4539

(2003) We reserve the right to add or delete additional guidelines or clarifications to this program at any time without having to contact our customers. So please visit our Referral Program section on our website often to stay updated on the latest perks of the Reporting to the MAX Referral Program. *Reporting to the MAX products include Reporting to the MAX Point of Sale and Point of Sale with Back office, Cougar Mountain FUND and FUND Suite and Reporting to the MAX Accounting and Accounting with Payroll and AMP w/o technical support. Technical support and training services are not included in the referral credit program. ** Unused portion of referral credit will not be applied to future sales.