Manually Assign A Referral Partner To Multiple Contacts At Once

Introduction

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.

Step-by-Step Instructions

  1. Go to CRM > Contacts in the main navigation menu.

  2. Search for the contacts that you want to assign the referral partner to.

  3. Click on the Actions drop-down and select the Create Referral Partner Referral option from the drop-down.

  4. Select a Referral Partner from the drop-down.

  5. Enter a Date and Description.

  6. Click on the Process Action button to create the referrals.