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.

→ Navigate to the Users tab on your Referral Factory dashboard.

→ Identify which referred user you want to qualify.

→ Click the blue Actions button and choose Qualify (if converted).

qualify

💡 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 👇