Information for your Referral users

This section contains topics for users assigned the Referral role. This document refers to these users as Referral users. Referral users are users invited to join the marketplace by a Reseller. Referral users can submit leads and view their status as they move through the sales cycle.

Referral users are typically invited to join a reseller marketplace based on their proximity to potential customers for the Reseller. For example, if a Reseller knows a commercial banker that makes business loans to small and medium-sized businesses, and the target audience for the reseller organization is also small and medium-sized businesses, access to the banker's customers could prove to be valuable to both the Reseller and the businesses, and—as the businesses grow—ultimately the banker. Inviting the banker to join the organization as a Referral user could benefit all parties.