Learn how to send referrals to partners through My Referrals. You select a partner, click Add a Referral, and the system notifies them automatically. Unlike Partner Network referrals, you can't edit status or commission once it's sent, the receiving partner controls those details.
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This video is going to talk about creating referrals and sending them to your partners. Those are the partners that have added you to their accounts, which show up under the My Referrals section. To create a referral, go to that particular partner and click Add a Referral. The difference between adding a referral here and creating a referral under Partner Network is that in the Partner Network you're in control of all the details of the referral because you own the account and you're receiving the referral. In the case of My Referrals, this is where you're sending referrals referrals to an account holder. And the difference here is that the status is not something that you can edit, nor are the numbers related to how commissions are paid and what the percentages are. All those details are controlled by the account holder to whom you're sending the referral. The assumption is you've made an agreement with them and now they're receiving the referral from you. So if you want to learn more about the details for creating a referral, go to the Partner Network and watch the video on creating referrals there. As soon as you click Create Referral, that referral is saved and sent to your partner. They'll get a notification and you will see that referral that you've created underneath that partner.
