Reference
Factual reference material for referral partners, including definitions, referral rules, and reporting concepts.
2 articles
Referral Partners: Lead & quote status definitions (and expected actions)This reference explains the lead and quote statuses your clients may encounter when their cases require custom pricing. Understanding these statuses helps you support your customers and answer questions about…
Referral Partners: Webhook events (business meaning glossary)This glossary explains what each Referral Partner webhook event means in business terms. Use it to understand when events fire and what they signal about your clients' status. For technical…