How to set up a Lead Affiliate and a Sale Affiliate?
You’ll first need to set up a commission structure to support both lead and sale affiliates:
https://help.infusionsoft.com/userguides/referral-partners/set-up-a-referral-partner-program/customize-commission-program-defaults
And then once you’ve done that you’ll see a lead and sale affiliate spot on each order record, you can have your sales team update those manually, or you can populate those by giving your partners links they can use to drive traffic:
https://help.infusionsoft.com/userguides/referral-partners/set-up-a-referral-partner-program/create-referral-tracking-links
Good luck!
1 Like