Search for Referral Partners

Table of Contents:

  1. Navigate to CRM > Referral Partners.


     
  2. Click on New search.



  3. 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 commission programs.


  4.  Click the Columns tab to adjust the search criteria. You can add or remove columns from the search results. In the example below, the column Payout type has been added to the search results.


  5. Click Search and view the results.



Save a search

  1. Click Save to name and save a dynamic list for quick access in the future.  This saves the search criteria, not a specific list.


    1. Name: Enter a short, descriptive name for the search.


      This name will display in custom drop-down menus.
       


Share the search

  • Click on the name(s) of the users who you want to see this search.


  • Click Everyone to share the search with all users.


  • Check the box next to Add this search to the User Home to add a saved search widget to your dashboard. For more information regarding the saved search widget, click here.

  • Click Save.

    The saved search is now available as a drop-down whenever you go to CRM > Referral Partners.



Pro Tip! Click Options to modify a saved search.

  • Save As - create a new search when criteria has been changed
  • Rename - change the search name
  • Delete - remove save search
  • Add to favorites - add to black tool bar, under the star
  • Add User home - add to another Users dashboard
  • Share/Unshare - share or unshare search with Users
  • Email save search - create an automated email report

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