Referral

What Is the Referral Module and How Does It Work?
The Referral module gives your Partners the ability to send you prospective Leads/Referrals. You can then choose to work the Referrals yourself or send them...
Wed, 27 Dec, 2023 at 12:00 PM
How Do Referral Links Work?
The Referral Links functionality within the Referral module allows Partners to generate a personalized link to share with their prospects. When prospects cl...
Thu, 30 Nov, 2023 at 11:24 AM
I'm trying to create a Referral for a Partner, but they're not showing up in the owner dropdown. What's going on?
Referrals can be owned by individual Users at a Partner Organization or by a Partner Organization directly.  There are several reasons why a User or Organi...
Fri, 15 Oct, 2021 at 3:54 PM