Partner Network - Manage your network of referral partners

Click on Partner Network to begin building your referral partner network. To add a new referral partner, just click the Referral Partner button at the top of the screen. That will bring up a form. Fill out their information. As soon as you save it, they will get an invitation to set up their own account and log in. They can share a referral with you from their portal. You can add a referral that they've shared with you as well. You do that by going to their record in the list, then clicking the Add Referral button. All the referrals they've given you show up underneath their name when you click the little expand button. To review the details of any referral partner you've already added, just click them in the list. Here you can also make changes by clicking the Edit icon. In the next video, we'll talk about the details around adding a referral partner.