How Do I Qualify Referrals?

To qualify a your referrals you need to be on the Basic or Pro plan. There are two ways in which you can qualify referrals – either manually or through your CRM.

How to qualify your referrals manually

Navigate to your ‘Users’ tab in your dashboard. Locate the user you want to qualify and click on the drop down menu under the ‘Actions’ column. Select Qualify. Click on the Qualify button on the confirmation pop up.

You can manually qualify referrals in your ‘Users’ tab. Select the user you wish to qualify – click on the drop down menu in the ‘Actions’ column and click ‘Qualify’.

Qualifying your referrals

Confirm that you would like to qualify the user.

Do you want to qualify referrals

How to qualify your referrals automatically

Alternatively, you can connect your referral program with your CRM to send new referred leads directly to your CRM – from there you can qualify these leads using your standard business processes. Once the referral has been qualified in your CRM, the status of the user in your Referral Factory dashboard will automatically update to qualified.

Referral Factory currently has integration for : HubspotSalesforce, and Intercom

*In order to get access to our integrations and API, you will need to be on the Basic plan of Referral Factory or higher. You can see all our plans on our pricing page.