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For managing partners: keep referral links on customer records

For managing partners: keep referral links on customer records

Managing partners miss referrals when accepted proposals aren't tagged, breaking attribution. Generate referral links and add them to customer profiles so marketing can enroll referrers.

For managing partners: keep referral links on customer records

Overview

Managing partners risk losing referral value when accepted proposals aren't enrolled in referral campaigns. This workflow ensures every acceptance generates and attaches a referral link to the customer record, protecting campaign attribution and enabling marketing to act. The result is zero missed referral enrollments and a clear record for campaign reporting.

Notable Features

  • Create referral codes on acceptance
  • Attach links to customer profiles
  • Record codes for campaign attribution

For managing partners: keep referral links on customer records