Referral HQJS Construction · staff only
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Referrals
We couldn't match your login to a GOAT user yet, so no referrals are showing. Ask Chris or Carolyn to check your email in GOAT.
| # | Customer | Referrals | Appts | Signed | Earned | Owed |
|---|
Referrals by advisor
Credited to the advisor who owns the referral (the referrer's advisor)
| # | Advisor | Referrals | Appts | Estimates | Signed | Close rate | Sold |
|---|
Users
Admins mark referrals paid and manage users · Office sees everything · Advisors see their own referrals and the leaderboards
Email sending isn't set up yet, so invites can't go out. Finish the Resend step and they'll work.
| Name | Email | Role | Sells | Password | Last sign-in | |
|---|