What's in Referral Management
Introduction
Partners submit and track referral deals, while administrators manage and approve them, ensuring proper attribution and commission calculations.
View Referral Deals
Administrators manage and track all partner-submitted referral deals, overseeing their status, value, and close dates for efficient pipeline oversight and commission triggers.
View a Referral Deal
Administrators and partners view and manage all submitted referral deals, tracking status, value, contacts, and products to oversee sales opportunities and calculate commissions.
Add/ Edit a Referral Deal
Administrators manage partner-submitted referral deals by reviewing, editing, and tracking their status to ensure proper attribution and commission processing.