Overview
Referral Management is a critical component of the Sell module, designed to empower partners who operate on a referral-based model. Unlike deal registration, where partners actively sell and manage the deal, referral partners identify potential opportunities and refer them directly to the vendor's sales team. This feature streamlines the process of submitting these opportunities, providing transparency for partners on the status of their referrals and enabling administrators to efficiently manage the inbound flow of referred business. Successful referral deals often trigger commission payments, making accurate tracking essential for partner incentives.
Administrators use this feature to gain visibility into the referral pipeline, monitor partner activity, and ensure that referred leads are processed effectively. The system tracks key metrics such as pipeline value, active referrals, and expected close dates, which are vital for forecasting and understanding the impact of referral programs on overall revenue. By centralizing referral data, the platform helps maintain a clear record of partner contributions and facilitates timely communication regarding deal progression and outcomes.
Key Features
- Referral Deal Submission
- Referral Status Tracking
- Pipeline Value Monitoring
- Referral Deal Management
- Search and Filter Referrals
- Export Referral Data
Accessing Referral Management
Click Sell → Referrals → Referral Deals.
Viewing Referral Deals
This screen displays a comprehensive list of all referral deals managed within the Sell module, providing a centralized view for monitoring their status and key details. Each row in the table represents a distinct referral deal, showing its unique identifier, name, current status, associated monetary amount, and expected close date. This overview allows administrators to track the progress of referrals, identify those requiring attention, and understand the overall pipeline generated through partner referral activities. The list supports filtering and searching to efficiently locate specific referral deals or groups of deals based on various criteria.
Frequently asked questions
- What is the purpose of the Referral Management feature?
It provides a centralized system for partners to submit and track referral deals, enabling administrators to review, approve, and manage these referrals. This ensures proper attribution and facilitates commission calculations.
- Who uses the Referral Management feature?
Channel partners use it to submit and track referral deals. UPM administrators use it to review, approve, and manage referrals, monitor the pipeline, and track partner activity.
- How does Referral Management differ from deal registration?
With referral management, partners identify opportunities and refer them to the vendor's sales team. Deal registration involves partners actively selling and managing the deal themselves.
- What key features are included in Referral Management?
It includes referral deal submission, status tracking, pipeline value monitoring, deal management, and the ability to search, filter, and export referral data.
- How do partners and administrators access Referral Management?
Users access it by navigating to Sell → Referrals → Referral Deals within the UPM.
- What information is displayed in the Referral Deals list view?
The list displays each referral deal's unique identifier, name, current status, associated monetary amount, and expected close date. It allows administrators to track progress and filter deals.