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 report, click on the Edit Criteria/Columns button.
- Use the tabs to navigate through the available filters.
- Click on the Columns tab to customize which fields appear on the report.
- Once you have completed setting up your report, click Ok.
- To export the report, click the Actions drop-down and click Export.
Keap AcademyFor more on this topic, check out this training from Keap Academy. Learn at your own-pace as experts walkthrough the set up and application of these features with context and strategic insight.