Referrals

Settings › Affiliates holds the settings about the partners who send you business. The standard way to track a partner's referrals is a personal referral link and QR code for each one (see Referral links): it works while Referrals is on, and everything below stays as the backup — for partners who send clients without their link. Referrals is for companies that get business from partners — realtors, stagers, property managers, past customers. It is off until you switch it on; while it is off, nothing about your leads changes.

1. 1Go to Settings › Affiliates › Referrals.
2. 2Switch on Link referred leads to partner accounts.
3. 3Optional: Create an account when nobody matches (off is recommended: the office gets a task instead) and Ask on the website quote forms: “Someone referred me”.
4. 4Press Save (top right of the Referrals card).

What it does:

• A lead that says who referred the customer — from the lead API, or the quote form's Someone referred me box — is linked to that person's or company's account. MoveBoard looks for the account by its account number, then the exact email, then the exact phone, then the exact company name (Corporate and Affiliate accounts only). It never guesses: when two accounts match equally, or nobody matches, the lead is left for the office.
• Nobody matched — the lead stays unlinked and the order's salesperson (or, with nobody assigned, your Managers) gets a task Referral to link: … — order #…. With Create an account when nobody matches on, a new account is made from the referrer's details instead (it needs a first and last name and an email; otherwise the task).
• The order stays on the customer's own account; the referral shows as Referred by on the order, as Referred moves on the partner's account (see Business accounts) and in the Referral Performance report (see Customer reports).
• The office can set, change or clear Referred by on any order, phone leads too. Every change is in the order's log.
• A customer never refers themselves: their own account, email or phone is never used.
• A lead that came through a partner's referral link is linked to that partner, whatever the customer typed.

Each branch has its own setting, and Copy settings to a branch carries it with your lead sources. It needs the same settings permission as every other settings page.