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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 a Referral Partner will add them to the Referral Partner Report. It also records the conversion rates of the leads sent over by your referral partnersReferral Partners. This enables you to understand how leads provided by the referral partner Referral Partner are performing.

Click any of the counts to display the Leads Details popup. See the Leads Details article for more details.

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Report Filter

Description

Date

  • Defines the time period of the report.

  • It always Always defaults to the current date when it first opened.

Branch

  • It always Always defaults to My Branches when it first opens.

  • The branching filter lists 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

  • It always 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 Referral Partner selected from the drop-down list of Referral Partner Types

Referral Partner Name

Name of referral partner Referral Partner

Referral Partner Branch

Branch of the referral partnerReferral Partner

Primary Agent Name

The agent was initially assigned to a lead

Referral Partner Company

Company of the referral partnerReferral Partner

Total Leads

The total amount of leads

Conversion Rate

Amounts of lead provided/funded

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