Referral tracking
Track member or partner referrals with consent-aware attribution and human review of eligibility, rewards, and disputes.
Primary roles: sales-manager, finance
Stages
1. Attribute and approve
Validate referral evidence and let authorized staff decide attribution and reward eligibility.
Manual tasks
- verify permission and timing
- resolve conflicts
- approve any reward
Automation opportunities
- surface possible links and calculate provisional eligibility
Suggested tools
Risks
- Automatic attribution can disclose prospect activity or reward the wrong party.
Success metrics
- Referral decisions are evidence-based
- disputes and pending rewards remain visible.
Last reviewed: 2026-07-18