Partner referral setup in Chief
Updated
by
Caroline Pollard
Setting up a referral partner in Chief allows you to collaborate with external partners, share deals, and manage referral notifications efficiently.
Follow the steps below to configure your Partner Referral process:
Step 1: Navigate to Partner Portal Settings
1. Go to Settings
2. Select Organisation
3. Click Partner Portal
Step 2: Select Default Workflow & Notifications
a. Select Default Workflow Choose the default workflow that referral deals will follow.
b. Partner Added Email Event Under Actions, you can enable or disable the Partner Added email event:
· OFF → Partner will not receive login details. Useful when adding a partner for commission purposes only.
· ON → Partner receives login access and notification.
c. Deal Share Notification Turn the email event ON if you want partners notified when a deal is shared with them.
d. Partner Default Notifications Choose when referral partners receive notifications:
· Deal stage changes
· Deal status updates
· New shared notes
· New shared files
Partners can adjust these notification settings after logging in.
Step 3: Add a Referral Partner
1. Click Add New Partner (top right corner).
2. Enter:
o Partner Name
o Email Address
o Phone Number
1. Confirm the prompt indicating the partner has been successfully added.
The partner will now appear in the Partners List.
Important: Adding a partner creates a user account. You cannot use an email address already registered in the system
Step 4: Assign Users to the Referral Partner
Assigning users ensures your team can select the partner on their deals.
1. Click Options next to the partner.
2. Select Assign Users.
3. Choose the users to link to the partner.
4. Click Assign User to finalise.
Multiple users can be assigned.
Assigned users can select this partner on any deal they create.
Setting up referral partners correctly ensures smooth collaboration, clear communication, and accurate referral tracking.
