Support Portal & Knowledge Base

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...

The Referral Links functionality within the Referral module allows Partners to generate a personalized link to share with their prospects. When prospects cl...

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...