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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?
There are several reasons why a User or Organization might not be listed in the Referral Owner dropdown when creating Referrals. This article includes a lis...
Mon, 8 Jul, 2024 at 4:37 PM