DEALERSIP User Manual

A referrer is a person who introduces or refers a potential customer (lead) to your dealership. Many dealerships maintain a list of referrers and sometimes offer them commissions or incentives based on successful conversions. Tracking referrers helps in measuring referral performance and maintaining strong external relationships.

How to Access the Referrers List

1. In the sidebar, navigate to CRM → CRM Lists.
2. Click on the Referrers tab in the header bar.
3. You will now see a list of all existing referrers and any notes associated with them.

How to Add a Referrer

1. Click the + Referrer button in the top-right corner of the page.
2. An Add Referrer form will slide open from the right.
3. Enter the Referrer Name (required).
4. Optionally, enter a Note to describe the referrer (e.g., "Local partner" or "Receives commission per lead").
5. Click Save to add the referrer or Close to cancel the operation.

How to Edit or Delete a Referrer

• Hover your mouse over any referrer entry in the list.
• Click the Edit icon (pencil) to modify the name or notes.
• Click the Delete icon (trash bin) to remove the referrer from the list.

Where Referrers Are Used

When entering a new lead in the CRM or during conversion processes, you can assign a referrer to the lead. This helps track how many leads came from each source and determine any incentive payments due.