Search for Referral Partners

Table of Contents:

  1. Go to CRM > Referral Partners in the main navigation menu

  2. Click on the "New search"

  3. Enter the Search Criteria from one or more of the tabs to produce a specific referral partner list (e.g. referral partners that are in  the Bronze and Silver commission programs.)

  4.  Click on the Columns to adjust the search criteria or add/remove columns from the search results. In the example image below, the column, "Payout type" has been added to the search results.

  5. Click on the Search to continue

Save search

  1. Click "Save" to name and save the dynamic list for quick access in the future.  You are saving the search criteria, not a  specific list, which means the save search will update automatically.

    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 need to see this search

  • Click "Everyone" to share the search with all users

  • "Mark the Add this search to the User Home" checkbox if you want 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" after you save a search to modify.

  • 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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