Madsen, Amanda

Run a custom referral partner report. Navigate to CRM > Reports > Referral Partners.To view a report, click the report title, select search criteria and click Search. To create a filter for this re...

Referral partners will copy the banner embed code from your Referral  Partner Center and paste it into web pages or emails. The banner code  includes the referral tracking link so that the partner ...

Referral partners will log into your Referral Partner Center to access the resource pages you create. These pages are designed to train and educate your referral partners so they can do a good job ...

Referral partners can copy email templates that you have provided from the Referral Partner Center and paste them into their own email program to send emails.The partner will click on the E-Mail Te...

Pro-tip!In the referral partner's portal, your partners will be able to see reports on how effective their marketing efforts are by viewing link statistics. A "hit" is when someone clicks the refer...

When you provide your referral partners with good marketing materials, you are more likely to get the business results that you want. With Max Classic, you can create and share promotional pages, b...

The Referral Partner Center is a password protected portal that referral partners can log into to get marketing materials and view commissions activity. You can customize the experience for your re...

The Referral Partner Center is a password-protected portal that your referral partners use to access their referral reports, generate redirect links, and acquire marketing and help materials that y...

You can mass update the following types of data for a list of referral partner records:Status Notify Lead Notify SaleLead Cookie forDefault SkinRemove from ProgramsAdd to ProgramsReferral Partner R...

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 ef...