There are automated methods that you can use to create referral partner records (see Create a Referral Partner Sign-up Form), but if you have only a few to create, then follow these steps.
Create a referral partner record manually
- If you haven't done this yet, the first step is to create a contact record for your referral partner.
- Once you have a contact record for your new referral partner, navigate to CRM and click Referral Partners.
- Click the Referral Partners drop-down menu and click Add a Referral Partner.
- Enter Referral Partner Information:
Contact - begin typing the name of the new referral partner and click to select it.
Name - this can be the contact's name or an entity or professional organization that the contact is associated with.
Code - this will be the referral partner's tracking code and username for the Referral Partner Center. It must start with a letter.
Password - enter a password; referral partners use this to log into the Referral Partner Center.
Parent - this is optional - select the parent referral partner to this referral partner or leave it blank. You can set up parent referral partners to receive commission when one of their referrals makes a lead or sale.
Status - select Active.
Notify On Lead - select this based on preference. Select Yes to send a notification to the referral partner's contact record email address when someone that they refer fills out a web form or landing page.
Notify On Sale - select this based on preference. Select Yes to send a notification to the referral partner's contact record email address when someone that they refer purchases something from your business.
Track leads for - enter a number of days that you want to track a lead. This limits the number of days the referral partner's tracking cookie is active after a link click. Leave this field blank if you do not want to limit the credit window (the opportunity for commission).
Cart Skin - this is optional - use this legacy shopping cart theme when customers access the shopping cart through this referral partner.
Click Save. You have manually created a referral partner record.