What Is a Facilitator?
A facilitator is an additional person who helps make a referral deal happen and may receive a fee split. Facilitators are separate from the connector (the person who created the referral). While each referral has one connector, it can have multiple facilitators.
Facilitators and their fee plans are managed on the Referral Opps pipeline only. Other pipeline types (Direct Sales, Integrations Partners, General Partners, Advocacy & Loyalty) do not have facilitator functionality.
Important: "Facilitator" is not an account-level role you sign up for. It's a per-connection attribution—it means a person helped with a specific referral deal.
Where Facilitators Appear
Facilitators appear in two places:
1. On the Referral Opportunity Slideout
When you click on a referral opportunity card in the Referral Opps pipeline, the slideout panel shows these sections from top to bottom:
Details — Stage, Contact, Owner, Expected Value, Log emails via BCC (with "Edit" link)
Connector — The person who created the referral (displayed in its own section with a single-person icon, cannot be edited or removed from the connection)
Facilitators — Additional people involved, each with their own fee plan (section has a multi-person icon)
Recent Activity — Activity log
Finance — Fee plan preview, Initial Deal Amount, "Send to Finance" button
The Connector and Facilitators are displayed as separate sections with distinct backgrounds. The connector is NOT listed inside the Facilitators section. If no facilitators have been added, this section shows "No additional facilitators."
2. On the Deal Page (Fee Recipients)
After you click Send to Finance, the deal page shows a Fee Recipients section with a table listing everyone receiving fees from the deal:
Column | Description |
Person | The fee recipient's name |
Role | Their role badge (e.g., "Connector", "marketplace owner", "facilitator") |
Fee Plan | The name of the fee plan applied |
Expected Fee | The calculated fee amount (e.g., "$2,500.00") |
Each facilitator appears as a separate row with the "facilitator" role badge. There is no "Chain" label visible on deal pages—fee recipients are displayed in this table format.
Note: The Fee Recipients section only appears on deals that have fee plans configured for their participants. Deals with no fee plans do not show this section.
Connector vs. Facilitator
| Connector | Facilitator |
What it is | The person who created the referral | An additional person who helped with the deal |
How it's assigned | Automatic — whoever creates the referral | Manual — you add them via "+ Add Facilitator" |
Section on slideout | Own "Connector" section with single-person icon | Separate "Facilitators" section with multi-person icon |
Can be removed? | No | Yes (red trash icon) |
Can be edited? | No | Yes (Edit link for fee plan) |
How many per connection? | Exactly one | Multiple allowed |
Fee plan source | Contact's Fee Structure section | Set per-connection via Edit modal |
Adding a Facilitator
Open a referral opportunity from the Referral Opps pipeline
In the Facilitators section, click + Add Facilitator (blue text, right-aligned in the section header)
In the "Add Facilitator" modal that appears:
You'll see the heading "Add Facilitator" with the subtitle: "Add a facilitator from your list of connectors. Facilitators help move the deal forward and may receive a fee split."
Use the Select Connector search field to find the person (shows connector names and emails)
Click Add Facilitator to confirm
The person will appear in the Facilitators section showing their name/email and their fee plan (if one is assigned).
Note: The "Add Facilitator" modal draws from your list of connectors. If the person you're looking for doesn't appear, they may need to be added as a connector first.
Assigning or Changing a Facilitator's Fee Plan
Each facilitator can have their own fee plan that determines what they're owed when the deal is sent to finance.
In the Facilitators section of the referral slideout, find the facilitator
Click Edit next to their current fee plan name
The "Change Facilitator Fee Plan" modal appears with:
The subtitle: "Set the facilitator fee plan for [name] on this deal. This overrides their default for this deal only."
A Facilitator fee plan dropdown showing all available fee plans in the system
A checkbox: "Also set as their default facilitator fee plan" (unchecked by default)
Select a fee plan from the dropdown (or select "No fee plan" to remove it)
Optionally check the box to save this as their default for future connections
Click Save
Understanding the Default Checkbox
Changing the fee plan in this modal only affects this specific connection
To make it the default for all future connections where this person is added as a facilitator, check the "Also set as their default facilitator fee plan" checkbox
This is the primary way to set a contact's default facilitator fee plan—there is no separate, dedicated field for it on the contact detail page
When you add the same person as a facilitator on a future connection, their default fee plan will be pre-selected
Creating a Fee Plan for Facilitators
To create a fee plan intended for facilitators:
Go to Fee Plans under Finance and click Create Fee Plan
Set Who Receives Fee to Facilitator
Configure your fee rules using Simple Builder or AI Text Mode
Click Create & Activate
On the Fee Plans list page, the Payer → Payee column shows facilitator plans (e.g., "marketplace owner → facilitator"). There is no separate filter or tag for facilitator plans—use this column to identify them.
For full instructions on creating fee plans, see Fee Plans: Overview & Setup.
Removing a Facilitator
In the Facilitators section, find the facilitator
Click the red trash icon (labeled Remove facilitator)
The facilitator will be removed from this connection only. This does not affect their default fee plan or their involvement in other connections.
Sending a Connection with Facilitators to Finance
When you click Send to Finance on a referral that has facilitators:
Introzy creates a deal
Each facilitator's fee plan is applied to the deal as a separate Fee Recipient
The connector's fee plan (if set via the contact's Fee Structure) is also applied
The Finance section on the slideout previews which fee plans will be applied before you click the button
What the Finance Section Shows Before Sending
The Finance section shows a description: "This connection is ready to be sent to finance for billing and fee calculation. The following fee plans will be automatically applied." Below this, each fee plan is displayed as a card showing the plan name, a "USER" badge, the payer and payee roles, and the number of rules.
You'll also see:
Initial Deal Amount — Enter the deal amount in USD
"Send to Finance →" button — Creates the deal with all fee recipients
"Delete" button — Removes the connection
If no fee plans are configured for the connector, facilitators, or linked contacts, you'll see a warning: "⚠ No fee plans found. You may need to link fee plans to the users or product before sending to finance."
Example: Referral with One Facilitator
Here's a complete walkthrough:
You create a referral: John Doe (seeker) → Chelsey Lambert (provider)
You are the connector
You click + Add Facilitator and add Kevin, who helped with the introduction
You click Edit on Kevin's row and assign the "5% Facilitator Cut" fee plan
You check "Also set as their default facilitator fee plan" so Kevin always gets this plan
You enter $50,000 as the Initial Deal Amount
The Finance section previews the fee plans that will apply
You click Send to Finance
The deal is created with Fee Recipients:
You (connector) — your fee plan from your contact record's Fee Structure
Kevin (facilitator) — "5% Facilitator Cut" → Expected Fee: $2,500
Both fees calculate independently based on their own triggers and rules.