Overview

Before adding a referral to ChannelBoost, ensure that partners have been recruited into the PR.

For more information on the partner recruitment process, click here.

Configuring partner types is required to access the referrals and deal management section. 

Navigate to Settings >> General and configure the following:

• Partner Status: Defines the proficiency level of the partner (beginner, intermediate, or expert).
• Partner Type: Specifies whether the partner is a reseller, implementation partner, referral partner, or another category.
• Partner Tiers: Determines the preference/value assigned to a specific partner, also reflected in the partner directory listing.
• Partner Groups (Optional): Allows further categorization of partner types if needed.
• Provider Products: Lists multiple software options available, if applicable.

Adding a Referral to ChannelBoost

Navigate to the "Referrals" tab and click "Submit New Referral" to add referrals individually or in bulk via CSV.

When adding individually, complete all necessary fields:

Mandatory Fields:

• Select Partners: Displays a dropdown menu listing all Technical Advisors connected to the portal. Select one or multiple consultant partners linked to the referral.
• "First Name", "Last Name", "Email", and "Company", these details must be provided.
• Owner Selection: Assigns a user from the portal as the owner of the referral.

After submitting, referrals become visible on both the Technical Advisor portal and ChannelBoost. When a referral is won, the "Convert" button can be used to turn it into a deal. If converted directly from ChannelBoost, no additional steps are required, and the deal automatically appears in the list of deals.

Deals

The Deal page displays all converted deals in either a list view or a Kanban view.

A deal can be submitted directly using the "Submit Deal" button. Once submitted, its status can be updated to reflect progress. Clicking on any deal provides a detailed view of the prospect.

When a deal is marked as "Closed Won", all relevant parties receive notifications, and the deal is marked as complete. Any lead rejection must occur before marking the deal as "Closed Won".

Referral Credits – How to Redeem

Referral credits are awarded when a referred user successfully completes a qualifying action, such as purchasing a subscription or signing up for a service. These credits serve as a reward and offer multiple redemption options for added flexibility:

• Automatic Application: Credits automatically apply to the next invoice.
• Manual Redemption: Credits can be manually applied before completing a transaction.
• Cash Payouts (if eligible): Withdrawal through payment platforms like Stripe or PayPal is available once the minimum threshold is met.
• Future Discounts: Unused credits remain valid for future purchases, plan upgrades, or add-ons.

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.