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.  Configure Referral...
Wed, 2 Sep, 2020 at 2:49 PM
Referral Status Workflow
The Referral Statuses allow you to accept and reject Referrals as well as track commission statuses.  To configure the Referral Statuses, go to Settings >...
Wed, 2 Sep, 2020 at 2:49 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