Referral Workflow Guide

Master Your Referral Workflow

This interactive guide will walk you through setting up and optimizing your referral system to generate more high-quality leads.

Overall Progress: 40%

1. Program Setup & Activation

Define your referral programs, rules, and rewards. This is the foundation.

Manage Programs
2. Referrer Enrollment & Engagement

Invite and activate individuals who will send you leads. Grow your network of advocates.

Manage Referrers
3. Referral Submission & Tracking

Leads are submitted via public forms or internal tools and automatically tracked in your CRM.

View Referrals
4. Agent Action & Lead Conversion

Your team nurtures the referred leads through the sales pipeline to convert them into clients.

Go to Referrals
5. Reward Payout & Analytics

Recognize and reward your referrers for successful conversions, and analyze program performance.

Process Rewards
Your Referral Setup Checklist

  • Define Your First Referral Program

    Establishes rules & rewards for your network.
    Start

  • Onboard Your First Referrer

    Starts growing your network of advocates.

  • Log Your First Referral

    Begins tracking new business opportunities.
    Start

  • Process Your First Reward

    Builds trust & encourages more referrals.
    Start

  • Share Your Referral Links

    Activates your referrers for passive lead generation.
Quick Access & Sharing

Your Personal Referral Link:

Share this link with your network to start receiving referrals! Go to My Sharing Tools Full User Guide