David HirschfeldFounder & CEO, Tekyz Inc. · Founder & CEO at Tekyz Corp | Software Startup Acceleration, AI Experts, Workflow Automation, Board

My Referrals - Where you send referrals to your partners

17 Apr 2025 · 1 min

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My Referrals is where you manage referrals you send to partners. When an account adds you as a partner, they appear here. Expand any partner to see the referrals you've sent them. A separate Partner Network view shows referrals coming in from others.

Chapters

Now let's take a look at the My Referrals section. When an account holder adds you as their partner because you're going to refer projects to them, that account will show up under My Referrals. This is where you add referrals that you're sending to your partners, as opposed to Partner Network, which is where referrals that get added are— you're receiving from those partners. To see the referrals that you have sent any partner, expand that partner's record and those referrals will show up under there. The next video will talk about adding referrals and sending them to your partners.