What information do I see on the Referral List?

Daniel Misico Updated by Daniel Misico

The Referral List allows you to quickly view your Referrals. To access your list, select Referrals > List or click here.

You can select which program to view, or Referrals over all programs. Clicking the blue links (Referral, Amount, Created Date, Qualified Date, Approved Date) allow you to filter further!
  • Referral shows the Referral's name on top and their external ID below, if available
  • Status indicates the Referral's current status. (Pending, Qualified, Approved, or Denied)
  • Amount is the amount spent by the Referral (if passing this information into Referral Rock)
  • Member/Program shows which Member referred this person, and what program this Referral is part of
  • Created Date is when the Referral was created/added in Referral Rock
  • Qualified Date is when the Referral was Qualified. If you do not use Qualified status or they were never in Qualified status, this will appear blank
  • Approved Date is when the Referral was Approved. If the Referral was never placed in the Approved status, this will appear blank
  • Actions
    • 1. View Details
    • 2. Edit Referral
    • 3. Status drop down - You can quickly change the Referral's status by clicking this button and selecting the proper status
    • 4. Add Referral as a Member - This will create a Member account using the Referral's information, allowing the Referral to be a Member as well
    • 5. Delete Referral

How did we do?

What do I see when I view a Referral's details?

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