Referral Partners

Articles

 Create a Referral Partner Record (manually)
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 ...
Search for Referral Partners
Navigate to CRM > Referral Partners .   Click on New search. Enter the Search Criteria from one or more of the tabs to create a custom referral partner list; e.g., referral partners that are in the Bronze and Silver commissio...
 Create a referral partner sign-up form Updated
A referral partner sign-up form allows people to sign-up as referral partners in your referral partner program. Before creating the sign-up form, set up the commission program they will be assigned to.  When someone fills out the referral ...
Mass update a list of referral partners Updated
You can mass update the following information for a list of referral partner records: Status  Notify Lead  Notify Sale Lead Cookie for Default Skin Remove from Programs Add to Programs Referral Partner Record Custom Fields Mas...
Assign A Referral Partner To Multiple Contacts
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. Go to  CRM > Contacts ...
Add a commission program to referral partner record Updated
There are automated methods that you can use to add commissions programs to your referral partner records (see Create a referral partner sign-up form ), but if you have only a few to add, follow these steps.  Add a commissions program to yo...