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

Daniel Misico Updated by Daniel Misico

  1. Referral Details include their name, Internal ID, email, external ID, source, etc.
  2. Program Details indicate what program they are a part of and what Member referred them.
  3. Referral Status shows the current status, amount, Qualified Date, Approved Date, and any notes.
  4. Payments Owed will show you any rewards this Referral is owed but have not been issued yet.
  5. Reward List is a history of rewards this Referral has qualified for. Includes name of the Reward, Status, and Amount. Actions allow you Edit, Issue, or Delete rewards. Not every reward type will have all options.

How did we do?

What information do I see on the Referral List?

What are the different statuses for referrals?