Referring New Partners to Lead Gen & CRM

Lead Gen & CRM makes it a point of pride in providing a comprehensive, intuitive product. More than that, Lead Gen & CRM does so at a much lower cost than other marketing automation platforms. This allows Lead Gen & CRM to grow and create new features in ways that competitors cannot. Lead Gen & CRM appreciates referrals that bring in new partners.

Referrals help Lead Gen & CRM's growth. Lead Gen & CRM provides a way for you to introduce other marketing agencies to the platform.

This article will detail how to refer new partners to Lead Gen & CRM, as well as the benefits for doing so.

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Article Contents

• Referring Partners
• Viewing Submitted Referrals
• Referral Benefits

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Referring Partners

To refer partners to Lead Gen & CRM, do the following:

1. Click    User Settings > Get Support in the top toolbar.
   
   

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2. Click    New Referral.
   
   

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3. Enter the referral's company name in the Company Name text field.
4. Enter the referral's first and last name in the Contact Name text field.
5. Enter the referral's email address in the Contact Email text field.
6. Enter the referral's phone number in the Contact Phone Number text field.
7. Click Submit a Referral.
   
   

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Viewing Submitted Referrals

You can keep track of your submitted referrals.

To view submitted referrals, do the following:

1. Click    User Settings > Get Support in the top toolbar.
2. Click the Your Referrals tab.
3. Locate the Your Submitted Referrals section.

Previously submitted referrals will populate in the section.

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Note: The Your Referrals tab and Your Submitted Referrals section will display your name in place of Your.

Referral Benefits

Lead Gen & CRM appreciates your referrals—so much so that rewards are in order for successful referrals. If your referral results in a new Lead Gen & CRM agency partner, your agency will receive $1,000. More than that, you will personally receive $500.

There are no limits to the number of times that you can receive referral bonuses. In addition, referral bonuses are tied to individual referrals, and not as a lump sum for a group of referrals.

For example, if you submit eight referrals and all eight agency partners sign on, then you receive eight individual bonuses.

Important: Offer is only applicable if the lead being referred is not an existing Lead Gen & CRM user or pre-existing referral. Referral program and incentives do not apply to clients of an agency. Referral bonuses will be paid out over a 60-day period after the new customer has signed on with Lead Gen & CRM. Leads referred in Central America, Mexico, South America, and the Caribbean are only eligible for $500. Lead Gen & CRM reserves the right to reject any referrals at its discretion.