- STAGE:
- Planning
Referral Partner Portal Improvements
We are exploring several enhancements to the Referral Partner Portal to further streamline collaboration between Referral Partners and Internal Users in SPARK:
Support for Multiple Referral Partner Users on a Package: Allowing referral partner assistants to access active packages for greater flexibility and efficiency.
Self-Serve User Management: Enabling Referral Partners to manage their own team members, such as adding existing users at their Company to active packages.
Referral Partner Manager Dashboard: Introducing a Company Dashboard to provide Referral Partner Managers with visibility into active deals and team activity.
Internal Designation for Referral Partners: Allowing organizations to designate Referral Partner Companies and their users as "internal" for referrals within the same organization.