How To Preview The Referral Partner Center

Introduction

After you create the referral tracking links and promotional resources, you may want to preview them in the Referral Partner Center. You can do this by creating a referral partner record for yourself and/or logging into the Referral Partner Center as an existing partner.

 

Step-by-Step Instructions

  1. Go to CRM > Referral Partners to search for a partner to sign in as.

     

  2. Click on Login beside the referral partner record.