Walk through adding a referral partner in the platform. Key fields: protected-months and commission-percentage determine how long partners are protected and what they earn. Enter 0 for unlimited. The system notifies existing users or invites new ones.
Chapters
To add a new referral partner to your network, click the referral partner button at the top of the screen. This will display the new referral partner form. The information on this page is self-explanatory except for the commission numbers down here. Protected months means how long will that referral be protected. If let's say you get that referral February 1st, is that 12 months? Well, that's still a protected referral, meaning if they contract sometime or buy something from you sometime in the next 12 months, is that referral protected for that period of time, or is it 3 months, or is it 2 years? Whatever it is, you enter that value here. The commission percentage is what you're going to pay for the amount that you invoice, or for the amount of that sale if it's a one-time. And the commission period is for how many months will you be paying on the fees generated from that customer. If you put 0 in this field or 0 in this field, that means there's no limit. So that means 0 will protect that referral forever. And 0 in the commission period field means you'll be paying fees on that customer for purchases or invoices for the life of that customer. As soon as you click Create Partner, that saves the record, which then shows up in your list and sends an invitation to that referral partner. If they're already in the system, they'll get a notification that they've been added to your network. If they're not currently in the system, they'll get an invitation to sign up and set up their own account in the system. I highly recommend before adding your first referral partner, go to Settings and set your default values for the commissions and protected period and the default commission periods here. If you set those here, then whenever you create a referral partner, they will automatically pick up those values. Now remember, even though you set those values as the default for this referral partner, you can change them even if you have them in Settings. You can change them here, but when you create new referrals, you may have a different agreement for a particular referral, and those can be changed in the referral itself, which we'll pick up in the next video where we talk about creating referrals.
