Manually Assign A Referral Partner To Multiple Contacts At Once
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 navigation menu.
Search for the contacts that you want to assign the referral partner to.
Click on the Actions drop-down and select the Create Referral Partner Referral option from the drop-down.
Select a Referral Partner from the drop-down.
Enter a Date and Description.
Click on the Process Action button to create the referrals.