How to use Referral Network
Referral Network lets members pass client leads to each other and track each referral from pending to converted, with a running total of value generated.
Enable it
Owners turn this on from Admin -> Module Store -> find Referral Network -> toggle on.
Where to find it
Once enabled, members open it at /referrals from the community navigation.
What you can do
- See stat cards for total referrals, converted, pending, and total value.
- Click Send Referral to open the modal, enter a client name, pick which member to refer to, add a description, and set an expected value.
- Filter the referral grid by status: All, Pending, Accepted, Converted, or Rejected.
- On referrals you created, change the status from the dropdown (pending -> accepted -> converted) to update the pipeline.
- Delete your own referrals with the trash button.
Related
- The Module Store (Admin -> Module Store)