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Referrers: adding a referrer without allocation
Referrers: adding a referrer without allocation

You want to track from whom you received the business, but not pay them any portion thereof.

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 4 months ago

Adding referrers

Note: each referrer has to be added to an allocation partner (a partner that receives an allocation % in an agreement), even if the referrer doesn't receive any allocation.

Navigate to your specific partner for which the referrer should be added and click on the pencil:

Scroll a bit down to "Referrers for xxx":

Click on "Add"

Type in your referrer's name and click on save:


You can add as many referrers as you wish by repeating the process.
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