As you start this new system, you’ll need to address all of the contacts already in your database. You may have existing contacts who were referred by other Referral Partners. If so, you’ll want to leave those as they are so that your partners get credit for future sales.
But you’ll also have contacts that don’t have any Referral Partner set. For those one, we’ll make the assumption that you generated those leads. Therefore you’ll want to set the referring Referral Partner on those contacts with the “house” Referral Partner record you created in the previous step.
To find those people, we’ll need to first find everyone who already has a Referral Partner set. To do that, go to CRM -> Reports and then go to Referral Partner Reports.
Click on the “Referral Partner Referral Report”. That report will load a list of all the contacts who already have a Referral Partner Set.
Next, from the Actions drop down, choose “Apply/Remove Tag” and apply a new temporary tag.
Next, you’ll need to do a Contact search and find all contacts who do NOT have the tag you just created.
That will give you a list of people who do not have a Referral Partner assigned. Check the box at the top to select all Contacts in the resulting list.
Now, to assign your “house” Referral Partner, choose “Create Referral Partner Referral” from the Actions dropdown.
On the next screen you’ll choose your “house” Referral Partner record, set a date if desired, and add a comment if you’d like. Process that and you’ll be set.