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How To Qualify Referred Users Manually (One by One)

If you don't have a high volume of referrals yet, don't have a CRM, or don't want to automate your referral program while you're getting started, there is an easy way to manually qualify your referrals when they convert.

β†’ Navigate to the Users tab on your Referral Factory dashboard. 

β†’ Identify which referred user you want to qualify. 

β†’ Click the blue Actions button and choose Qualify (if converted).


πŸ’‘ You can check if a user is qualified by scrolling to the right until you see the column, Qualified At.

❗️Please note that you can only qualify referred users!


Looking for other options to qualify referred users? Read this πŸ‘‡

πŸ“– How To Qualify Converted or Successful Referrals πŸ“–