Step 16: Referral Module

Referral Module Settings
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
Referral Status Workflow
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
Referral Email Notifications
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
Referral Custom Fields
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
Referral Conversion Field Mapping
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