Leaders
Referrals by rep
Who is enrolling partners and who is closing the referrals they get.
For a leader, the Referrals dashboard is a coaching list.
Steps
- Sort the table by partners to see who is building a base.
- Sort by received to see whose partners are active.
- Sort by sold to see who converts what comes in.
- Last activity shows who has gone quiet.
Good to know
- Jump in opens the product for the conversation detail.
- Export CSV for a one-on-one.