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How To Qualify Referred Users Manually (One by One)

There is an easy way to manually qualify your referrals when they convert.

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).

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