View Relationships Between Referral Partners

Introduction

Use the Referral Partner Structure report (CRM > Reports > Referral Partners) to see a summary of the parent/child relationships between your referral partners. This summary is generated when you have a multilevel referral program and your referral partners recruit others to join your program.

 

Step-by-Step Instructions

  1. Referral Partner Structure

    The referral partner structure report shows you who is recruiting the most people and helps you identify "orphaned" referral partners. An orphaned referral partner is created when you delete a parent partner from your system. That partner's recruits (child partner) no longer have a parent. Click on a referral partner's name to view and /or edit their referral partner record.