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...
Tue, 21 Dec, 2021 at 2:25 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