Managing Referrals

What information do I see on the Referral List?

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…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

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

Referral Details include their name, Internal ID, email, external ID, source, etc. Program Details indicate what program they are a part of and what Member referred them. Referral Status shows the cu…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

What are the different statuses that referrals can be in Referral Rock?

Referrals can be Pending, Qualified, Approved, or Denied and our suggestion is to use these statuses to line up with your current sales process. Your program does not need to use each status.

Daniel Misico
Updated 2 weeks ago by Daniel Misico

How do I manually add a referral?

Select Referrals > Add from the main dashboard menu. Select the program that you would like to add the referral to and the enter the referring member's referral code or identifying information (name…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

How do I manually update a referral's status?

There are two places where you can easily update a referral's status: the R eferral List and R e ferral Details pages. Referral List - Navigate to Referrals > List and locate the referral you'd like…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

Is there an easy way for me to download all the referrals collected into a spreadsheet?

Absolutely! From your dashboard, go to Referrals > List or click here. You can choose to filter Referrals here. If you would like to download a CSV of all Referrals, choose All Programs. Otherwise ch…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

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