The Referral module gives your Partners the ability to send you prospective Leads/Referrals. Learn more about the Referral module here

Configure Referral Module Settings:


Go to Settings > Referrals > Referral Module Settings. This section enables you to customize the taxonomy of the Referral module by changing the terms that are used to describe Referrals throughout the portal. If you decide to change the labels, be sure to also update the title of the Referral module in the Menu & Page Manager. 


It also allows you to customize the form used to collect Referrals by setting field requirements and visibility. 

Referral Module Settings Page