Articles
Create a new referral partner record
Follow the directions below to create a new referral partner manually. Make sure a contact record for the partner already exists before continuing Go to CRM > Referral Partners in the main navigation menu Select Add a Referral Par...
Search for Referral Partners
Go to CRM > Referral Partners in the main navigation menu Click on the " New search " Enter the Search Criteria from one or more of the tabs to produce a specific referral partner list (e.g. referral partners that are in the Bronz...
Referral Partner Sign Up Form
A referral partner sign-up form allows people the ability to sign-up for your referral partner program. Before creating the sign up form, set up the commission program they will be assigned to. To setup your commission programs, click here Whe...
Mass Update A List Of Referral Partners
You can mass update the following information for a list of referral partner records: Status Notify Lead Notify Sale Lead Cookie for Default Skin Remove from Programs Add to Programs Referral Partner Record Custom Fields Go to CRM > ...
Assign A Referral Partner To Multiple Contacts
You can batch create referral partner referrals for an entire list of people. You may need to do this after importing a list of leads after a partner's event, webinar, or other joint marketing effort. Go to CRM > Contacts in the main navigatio...
Add commission program to referral partner record
To create a commission program review this article, " Create a commission program " Add a commissions program to your referral partner Go to CRM > Referral Partners in the main navigation menu Click " New search " Enter the Search C...