Create and Manage Referral Partners

Articles

 Create A New Referral Partner
  Add a referral partner manually Follow the directions below to create a new referral partner manually. Make sure a contact record for the partner already exists before continuing. Go to CRM > Referral Partners in the main navig...
 Search For Referral Partners
  Go to CRM > Referral Partners in the main navigation menu.   If necessary, click on the Start Over button to clear any previous search criteria.   Enter the Search Criteria from one or more of the tabs to produce &...
 Referral Partner Sign Up Form
  A referral partner sign-up form allows people the ability to sign-up for your referral partner program. Before creating the sign up form, set up the commission program they will be assigned to when they fill-out the form. When someone fi...
Mass Update A List Of Referral Partners
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 Go ...
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 ...