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The Referral Partner Report records how many leads a specific referral partner provides. Creating a partner in a Web Application or Mobile Application as Referral Partner will add them to the Referal Referral Partner Report. It also records the conversion rates of the leads sent over by your referral partners. This enables you to understand how leads provided by the referral partner are performing.

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Info

Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.

Report Filter

Description

Date

  • Defines the time period of the report

  • Always defaults to the current date when first opened

Branch

  • Always defaults to My BranchBranches when first opened

  • Branch filter lists out all the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application

Campaign

  • Always defaults to All when first opened

  • Campaign filter lists out all the campaigns that have matching branch permissions with the logged-in user by which the user can filter grid results based on the campaign the application belongs to

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Column Name

Description

Referral Partner Type

Type of referral partner selected from the drop-down list of Referal Referral Partner Types

Referral Partner Name

Name of referral partner

Referral Partner Branch

Branch of the referral partnerrpartner

Primary Agent Name

Agent initially assigned to a lead

Referral Partner Company

Company of the referral partner

Total Leads

Total amount of leads

Conversion Rate

Amounts of lead provided/funded

Info

See Creating a Partner: Web Application or Mobile Application this will show you the fields associated to your Partners.

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