In this webinar, we go over the Referral Carrot feature in AgencyZoom. Referral Carrots allow you create Personalized Referral Websites that you can send out to clients to solicit referrals that will come right into your leads pipeline. You can customize the settings in terms of how these links operate, and where those leads go.
You can also create these landing pages for your Business Referral Partners!
Key Points:
What is a Referral Carrot?
How the referral submission process works
What a referred Lead looks like
How to manually mark a Lead as having been referred
Creating a new referral link for a new employee
Setting up your Referral Carrot and Business Partner Carrot