Hi. I’m looking to track referrals made by partners back to those partners so I can pay a commission. I’ve created 2 web forms on the website. One for partners to sign up and another to refer leads.
Both if these forms go into relevant lists, but I’m unsure how to link the successful referrals back to partners in the CRM system?
And how do you set up a different profile for partners versus leads / customers in the CRM?
Any advice appreciated.
Thanks