What is the Referral Partners?
When a referrer introduces a new contact to your network, they become a referred partner, and the system seamlessly captures and tracks the relevant data associated with the referral in the referral partner records.
How to Set Goal for Referral Partners:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Referral Partners in the Pie Chart section under the Post Process.
Set a goal for Referral Partners simply you can click on the set goal button above the pie chart section, and add your goals there.
How to create Referral Partners:
Click the Quick Action button from bottom of the left.
Select the “Contact” option.
Create contact and Choose the lead source as "Referral". Choose or Add the Referrer of the contact. And hit the Save button.
And the data comes to the Referral Partners pie chart. Click the pie chart to check the data.
What is the Referral Partners Activity?
In the Referral Partners Activity, monitor and record the activity data of referral partners.
To Know more about Referral Partners Activity Click Here
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform.
- 90-Day Sales Support