How can we help you today?

Solution home Channeltivity How to User Guide

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...
Mon, 4 Mar, 2024 at 2:45 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