The Referral module gives your Partners the ability to send you prospective Leads/Referrals. Learn more about the Referral module here.
Referral Labels/Taxonomy:
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 Navigation & Custom Pages settings area.
Referral Field Settings:
It also allows you to customize the form's field requirements and visibility.
Deal Field Settings:
If using the Lead Distribution and Deal Registration modules, check the boxes below to show selected Deal Registration fields on the Referral page to give Partners visibility into the status of their Referrals.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article