Introducers
Introducers overview
Manage introducer records associated with your partner account
Manage introducers (brokers, agents, or sub-partners) associated with your partner account. Introducers can be linked to customers to track referral sources.
Essentials
- 1Create introducers before referrals
Register your introducers so they can be linked to customers at creation time.
- 2Link to customers
Pass the
introducer_idwhen creating a customer to associate the referral source.