Clicking on the Referrals link in the top navigation will take you to the Referrals page. The Referrals page shows data about your referrals based on the filters located at the top of the page:
Search: Allows you to search on any value within any column. Any data entered here will filter out your search results, so use this as sparingly as possible.
Month: Allows you to pick a specific month and year to see the Referrals submitted within that specific month.
Within the data columns for the Referrals page, you can review the following pieces of information about each referral.
ID: Internal reference number you can share with the Restaurant Heros support department if needed to help identify the referral in question.
Partner: The Partner and Product whom the referral was made too.
Name: The customer's name that is being referred.
Business: The customer's business name that is being referred.
Email: The customer's email address that is being referred.
Date Created: The date the referral was created
Status:
Lead: Defined as a new lead not yet converted or lost.
Converted: Shows that a referral was successfully referred
Cancelled: If a referral needs to be cancelled, possibly due to requiring another referral submission, please contact TRH support. Once placed in cancelled status it will show here. LOST REFERRALS WILL NOT SHOW AS CANCELLED: They will simply stay in the status of lead if they are not sold.