Track affiliate/partner referrals
complete
Justin Korn
Would be great to be able to track who referred a lead as well as any commissions owed to that referral.
Ideal scenario: Referral is added to system w/ referral links and IDs. Form and API have a way to record which referral brought a lead in. Referral commissions could be configured at the referral level, the client level, and even the service level (different commission % for different products/services). When a lead closes and an invoice is issued, the commission owed is tracked. Commissions can be paid via Venmo, Paypal, Check, etc. with a click of a button from the app.
Geoff Mina
complete
We have added a new field to our data modal called "Lead Source". This field is available on the Opportunity as well as the Client/Prospect record.