Keep track of your referrals, sales and activity - all in one place
Referrals let you:
- Keep track of your referral's activity (sign up, purchases and company)
- Filter between different Statuses such as Sign Up, Paid, Lost, etc.
- Search your referrals by name or email with the search tool
Keeping track of your referral's activity
A referral will automatically be created when someone signs up through your link, allowing you to track his or her purchase activity.
Click the referral's name to see more details about his or her sign up and purchase history. You can also edit and add details about your referral by clicking on the pencil icon. To delete your referral, simply click the trash icon beside it.
Search and filter your referrals with the search tool
Finally, use the search tool to quickly find referrals you've created and submitted over time. You can search for referrals by name and company.
To manually submit a referral that did not sign up with your link, see Submit a Referral