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, 1 Dec, 2021 at 4:38 PM
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