Your introducer / referral partner module has been upgraded!
It’s now even easier to engage with referral partners
We’ve enhanced our introducer module with plenty of new features. Some of the recent updates include:
????️ Easily filter introducers by last referral or last activity date to see who’s active and who you need to get in touch with
????️ Easily manage referral fees and settings in the new settings area
???? Log and view all correspondence and calls with each partner
???? Add partners who you don’t yet work with to track your process of bringing them on as active partners
????️ Additional referral options to make sharing leads easier
There’s a more on the way to help you increase engagement further!