Where can i add a new referral

referral-partners
(Helga Queen) #1

Where can i add a new referral partner

(Martin Cash) #2

Keap doesn’t have referral partners. If you are using Infusionsoft and want to just manually create a referral partner, you create a contact record first for them, then go to CRM > Referral Partnter > Then click Add a Referral Partner from the drop-down