How to Track Referrals and View Referred People (Overview)

How to Track Referrals and View Referred People 

Step 1: Accessing the Referral Section

1. Log into the GoHighLevel dashboard.

Step 2: Viewing the Referral Leaderboard (Who Has Sent Referrals)

1. Once in the Referral section, you should see a leaderboard or a list of referring individuals.
2. The page will show a table with columns like:
   • Name of the person who referred
   • Leads
   • Referral Status 
   • Actions

Step 3: Viewing the People Who Have Been Referred (Referred Leads)

1. In the same Referral Leaderboard section, there will be an option to view details about the people who were referred called View Contact.
2. Clicking on any referral entry will open a detailed report showing:
   • Names of the referred individuals
   • Contact information (email, phone number)
   • Date of referral
   • Status of the referral (e.g., whether they’ve converted into a lead, booked an appointment, or made a purchase)
3. You may also see other custom fields depending on how your client’s referral system is configured (for example, lead value, tags, etc.).

Summary:

With referral system, your client can easily track who has sent referrals, view names of the referred people, and manage their referral program. This allows for simple navigation between referrers, referred individuals, and detailed analytics, ensuring that tracking and managing referrals is seamless.