Step 17: Referral Module
The Referral module gives your Partners the ability to send you prospective Leads/Referrals. Learn more about the Referral module here. Referral Labels...
Fri, 7 Apr, 2023 at 12:07 PM
The Referral Statuses allow you to accept/reject Referrals and track commission statuses. To configure the Referral Statuses, go to Settings > Referrals...
Tue, 21 Dec, 2021 at 2:29 PM
Determine the Users that will be notified about new and updated Referrals by configuring your Referral Email Notifications (Settings > Referrals > Ref...
Thu, 20 May, 2021 at 12:39 PM
Channeltivity's Referral form includes the below standard fields: Company First Name Last Name Job Title email Phone Fax Website Details ...
Wed, 7 Jun, 2023 at 4:33 PM
You have the option to send Referrals to Partners as Leads. To ensure a smooth transition, you can map custom fields on the Referral to the Lead entity in C...
Fri, 16 Jun, 2023 at 11:36 AM
The Referral Links functionality within the Referral module allows Partners to generate a personalized link to share with prospects. When prospects click th...
Thu, 30 Nov, 2023 at 11:24 AM