STAGE:
Planning
TABLE OF CONTENTS:
    Application/Intake

    Referral Partner Portal Improvements

    STAGE: Planning
    TABLE OF CONTENTS:

      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.

      TABLE OF CONTENTS:
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