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Thank you for choosing Referral Key to help you generate high quality referral leads! Here's how to get started:
- If you're not an existing member, you can Join Now (no credit card required) and begin building your trusted referral community in just minutes.
- Go to the Referral Key Member Log-in Page. Enter your e-mail address and password
If you've forgotten your password, just let us know and we'll send it to you. Click here to request your Referral Key Password.
a. Invite
associates to join your network by clicking ‘Add More
Associates’ in the left-side navigation menu.
b. You can either
type in associate names individually OR import contact lists from
another program like Outlook, gmail, or AOL.
Once
invited associates have accepted your invitations, you can begin
exchanging referrals! Here’s how to send referrals to your
network of associates:
Simply
choose a recipient from the drop-down list, enter the name and
contact information of the lead you wish to provide, add any
pertinent comments and/or ask your associate to contact you prior
to contacting your referral, then
click send! It’s that easy! Your associates will send
referral
leads to you in the same manner.
You’ll
receive an automatic email each time a new referral lead is sent to
you. Once you log in, you’ll then be taken directly to the
referral
lead to view contact information and notes regarding the referral. At
anytime, you can also login and view all referrals sent to you and
track activity. Simply;
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Click ‘View
Referrals Received’ in the left-side navigation menu.
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Click
the Referral’s name to view corresponding details:
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In the
‘Status’ section, you can log the date you first
contacted the referral and add a ‘sale date’ if the
referral leads to a sale.
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Any related comments
can be added to the ‘Comments’ section.
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Status
and Referral ratings can also be entered at the bottom of this section.
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Note
that all of these details, including your comments, will also appear in
your associates records to help them track the status of the referral
they sent you.
We
want to be sure your experience with Referral Key is profitable --
and trouble-free. Find answers to common questions here: Referral
Key FAQs
... And
contact our technical support team if you run into any difficulties:
Referral
Key Help
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