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. To Know more about Referral Partners Click Here
What is the Referral Partners Activity?
In the Referral Partners Activity, monitor and record the activity data of referral partners.
How to Create a Referrals Partners Activity Using the Quick Action Tool:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Referral partners activity in the grid table.
To Set a goal for Referral partners activity , you can click on the set goal button in the top of the KPI activity tracker, and add your goals there.
Once you add the goals it will reflect in the referral partners activity Goal column. Note: Click the edit icon to edit the goals.
How to Create a Referrals Partners Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
In the contact activity, to select the Set Appointment checkbox. Choose the Referral Contact and click the Save button.
Once you created the referral partner activity it will reflect in the KPI activity tracker grid table.
The data will be reflected in the Referral partners activity This Month column. Click on Referral partners activity to view the detailed list.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform.
- Accountable Support