Use reports and other features to manage your referral partner program.
Articles
Referral Program reporting
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 ...
Monitor Referral Partner Activity
As an affiliate program manager, you'll want to be able to see which affiliates are most active so you can reward top performers and / or fulfill on incentives you've promised. There are several Referral Partner Reports (...
View Relationships Between Referral Partners
Use the Referral Partner Structure report ( CRM > Reports > Referral Partners ) to see a summary of the parent/child relationships between your referral partners. This summary is generated when you have a multilevel referral program and your...
Generate Referral Partner commission and Payment Reports
Use the following reports to view the financial activity of your referral partners. Go to CRM > Reports > Referral Partner to view the reports that provide insight into commissions due, clawbacks issued, and payments issued. Referral Part...
Pay an Individual Referral Partner
If you have a large number of referral partners, use the referral partner ledger report to view commission balances and issue payment. But, you can also view commissions and issue payment to individuals through the referral partner...
Pay a group of referral partners at once
Infusionsoft tracks partner referrals and calculates commissions due when a referral makes a purchase. You will need to issue payments to referral partners on whatever schedule you've defined in your partner contract. Issuing payments in Infusio...
Global override
Global Override Global Override is a manually set option that grants commission for a specific partner for all sales made, regardless if the referral partner is associated with the contact or not. If there is a Global Override in the Default...