Referral Portal

1. Feature Overview

LeadSquared’s Referral Portal is a simple online portal for your users, resellers, affiliates, and partners to refer and track leads through the different stages of the sales funnel. You can also build models for incentives and rewards for your referrers, and display this on the portal.

All portals are responsive and can be used on mobile devices.

2. Prerequisites

• The following LeadSquared featured must be enabled on your account –
  • LeadSquared Forms
  • LeadSquared Processes
  • LeadSquared Portals
• This is a paid feature. To enable and build a Referral Portal on your account, please reach out to your account manager, or write to support@leadsquared.com.

3. Basic Functionality

The portal comes built with a dashboard to track all referrals and basic functionality like adding leads individually, and in bulk.

3.1 Add Leads Individually

LeadSquared forms are configured to enable you to add leads individually from the dashboard.

3.2 Bulk Leads

Upload a CSV file (containing lead data) to add leads in bulk to the Referral Portal.

Any Questions?

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