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The Referral Partner Report records how many leads a specific referral partner provides. 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. Creating a partner in a web application or mobile application as a referral partner adds them to the Referral Partner Report.
This article covers:
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Creating a partner in a Web Application or Mobile Application as a referral partner adds them to the Referral Partner Report. |
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Notes
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Report Filters
Report Filter | Description |
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Date |
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Branch |
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Campaign |
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Report Columns
Certain columns appear in the Referral Partner Report by default. Additional columns can be added to meet the user’s specific needs in any report.
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Click the three dots to the right of any column header.
Click Columns.
Place a checkmark next to the column name you would like to add.
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How to Group by Column
The Referral Partner Report results can be grouped by column.
Select the column header that you would like to group the results by. In this example, we will use Primary Agent Name.
Drag the column by the column header into the row above.
This will now sort the results by Primary Agent Name.
