Where do I find my referrals?
In the left sidebar, expand Pipelines. Pipelines come in three types, and the workspace admin decides which ones exist:
Referral pipelines — for warm introductions. The default is Referral Opportunities. The admin may add sub-brand pipelines (e.g. Sub-Brand 1, Sub-Brand 2) and pipelines for specific partners (e.g. Attio Integration).
Integration pipelines — for tracking technical integrations and API partnerships (e.g. Integration Partnerships). These use + New Integration instead of + Create Referral.
Partner pipelines — for managing certified partners, resellers, affiliates, and strategic partners (e.g. Partner Network). These use + New Partnership.
Click Referral Opportunities to open the default pipeline. The header shows the pipeline name and a short description (for Referral Opportunities: "Warm introductions from certified partners"). The top-right + Create Referral button opens the same 4-step modal as the global header button.
What does the pipeline view look like?
Pipelines open in kanban view. Each column is a stage; each card is a referral. A Kanban / Table view toggle in the pipeline toolbar lets you switch between the two layouts:
Kanban view (default) — records appear as cards arranged in columns by stage. Drag and drop a card between columns to change stage.
Table view — records appear in a spreadsheet-style list. Use this for sorting, filtering, and bulk triage. Click a referral and update the Stage dropdown to change stage from the table.
Each stage column header shows three things:
The stage name.
The count of records currently in the stage.
The default Win % for the stage.
For an empty pipeline, the page displays a placeholder image and the text "No referrals yet. The Referral Opportunities pipeline is for tracking the introductions you facilitate by connecting a Seeker with a Provider."
What stages exist in the Referral Opportunities pipeline?
The default stages and their default Win % values:
Stage | Default Win % | What it means |
New Referral | 10% | Partner sent us the lead |
Qualified | 20% | Vetted and accepted (good fit) |
Engaged | 40% | Active sales process |
Proposal Sent | 60% | Formal proposal or contract stage |
Closed Won | 100% | Customer acquired. Partner gets commission |
Closed Lost | 0% | Lost or disqualified |
Win % represents the default likelihood that a record in that stage will reach Closed Won. The won/lost classification of a referral is driven by the stage's Win %, not its name — a stage with Win % 100% is treated as "won" and a stage with 0% is treated as "lost." Admins can therefore create custom terminal stages (for example, "Win, we sold it") with the right Win % and they'll roll up correctly in reporting.
Admins can rename stages, reorder them, change Win % values, add additional stages, or set per-stage colors and confetti effects in Settings → Pipeline Customizations → Referral Opportunities. If the stages or Win % values you see differ from the table above, your admin has customized the pipeline.
Common stage transitions
New Referral → Qualified — once you have vetted and accepted the lead as a good fit.
Qualified → Engaged — once an active sales process is underway.
Engaged → Proposal Sent — once a formal proposal or contract is in flight.
Proposal Sent → Closed Won — when the customer signs.
Any stage → Closed Lost — when the referral is lost or disqualified.
How does a new referral land in the pipeline?
When you submit the Create New Referral modal, the deal lands in the Pipeline and Stage you selected on Step 4 (Review & Create). The default is Referral Opportunities → New Referral.
If the workspace admin set up a routing rule that auto-routes referrals to a specific pipeline (for example, by sub-brand or by the provider's company), the deal will appear there instead.
How do I move a referral to the next stage?
Open the pipeline (left sidebar → Pipelines → Referral Opportunities or another pipeline). Find the deal card you want to move. Drag it from its current column and drop it onto the column for the new stage.
The deal updates immediately. Anyone else in the workspace viewing the pipeline sees the move on their next refresh.
Can I open a referral to see its full details?
Yes. Click any deal card to open the deal slideout. From there you can:
Read the original introduction message and see who's involved.
View and edit the deal's Anticipated Close Date.
Add and check off Tasks and Reminders scoped to the deal.
Capture Notes about the conversation as it progresses.
Attach Documents to the referral.
The slideout's Reminders section is the structured way to link follow-ups to a specific referral — see Reminders & Tasks for following up on referrals.
How do I find a specific referral?
Pipeline pages include a Search, Filter, Sort, and New view toolbar to help you narrow the list:
Search — find referrals by name, contact, or any field on the record.
Filter — narrow the view by stage, owner, date, or other record fields. Common filters include:
Active referrals only — excludes Closed Won and Closed Lost.
My referrals — referrals where you are the owner.
By partner — all referrals that came from a specific partner. Admins can build more complex AND/OR partner filters.
Sort — arrange referrals by name, created date, or updated date.
New view — set up filters and sorting, click New view, and name the combination (for example, "My Active Referrals" or "Q2 Partner Pipeline") to save it for quick access later.
What other pipelines might I see?
Your sidebar shows every pipeline the admin has created. Pipelines have a Type that determines their behavior. The available types include:
Referral Opps — for warm introductions. The default is Referral Opportunities, but admins can create additional Referral Opps pipelines for sub-brands, separate lines of business, or isolated referral sources (e.g. Sub-Brand 1, Sub-Brand 2, Attio Integration). They behave the same way as Referral Opportunities — same stages, same kanban view, same + Create Referral button.
Integrations Partners — for tracking technical integrations and API partnerships from initial discussions to launch (e.g. Integration Partnerships). Cards represent integrations rather than referrals; the create button is + New Integration.
Partner Network — for managing certified partners, resellers, affiliates, and strategic partners (e.g. Partner Network). The create button is + New Partnership.
Sales — for tracking direct sales opportunities outside the partner ecosystem.
Advocacy & Loyalty — for tracking customer advocacy and loyalty programs.
Each pipeline opens in kanban view at a URL like /pipelines/referral?pipelineId=...&view=kanban. Admins can create additional pipelines of any type in Settings → Pipeline Customizations → New Pipeline (this section may also appear as Settings → Pipelines in newer builds).
Tips for success
Keep referrals moving. Records stuck in New Referral or Qualified for too long suggest a bottleneck in early vetting.
Use description and notes fields on the deal record to capture context that helps the next person who picks it up.
Update stages promptly. Kanban counts and Win % forecasts are only as accurate as the stage data.
Use Closed Lost with a reason. Over time, those reasons become a feedback loop for partner enablement.
Frequently asked questions
Can I create a new pipeline?
No. Pipelines are created and configured by the workspace admin in Settings → Pipeline Customizations → New Pipeline. Ask the admin if you need a new one.
Can I edit pipeline stages, rename them, or change Win % values?
No. Stage configuration is admin-only — done in Settings → Pipeline Customizations. Admins can edit each stage's label, color, Win %, and description.
Can I rename Referral Opportunities to something else?
Yes — admins can update the pipeline's name and description via the Edit Pipeline button in Settings → Pipeline Customizations. As an invited partner you'll see whatever name the admin has set.
Can I delete the Referral Opportunities pipeline?
No. Default pipelines cannot be deleted. Stages within the pipeline can be renamed or removed by the admin.
Can I see referrals other people created?
Yes, if you are associated with the deal. Pipelines show every deal in the workspace, regardless of who created it. Use the cards to identify the connector and the deal owner.
Can I move a referral to a different pipeline?
Yes. Open the deal slideout and click the Convert Deal… button to transfer the referral to another pipeline. The deal's history is preserved.
What happens when I move a referral to Closed Won?
The referral is recorded as successfully converted. It stays in the pipeline for historical reporting and can be filtered out of active views with the Active referrals only filter. You may also see a confetti animation — that's a per-stage setting your admin can turn on or off.
If you're a Connector, moving a referral to Closed Won is also when your commission is calculated. Your fee plan percentage is applied to the deal value, and the amount appears as Pending earnings on your Dashboard. Once the workspace admin processes the invoice, it moves from Pending to Earned. See Understanding your earnings: Dashboard and Finance for the full payout flow.
Why is my pipeline empty?
The pipeline shows the message "No referrals yet" until the first deal is created. Click + Create Referral in the header to add one.
Why do I see different stages than the table above?
Your admin has customized the pipeline. Check Settings → Pipeline Customizations → Referral Opportunities to see the current configuration.
Can I delete a referral?
No. Deleting deals is an admin-only action. Move the card to Closed Lost if the referral didn't work out, or contact the admin to remove it.
Troubleshooting
A referral I created isn't showing up
Cause: The deal landed in a different pipeline (for example, a sub-brand pipeline) because of a routing rule, or you were looking at a different pipeline than the one you selected on Step 4.
Solution: Check every pipeline in the sidebar, or filter by your name as the connector. If you still can't find it, ask the inviting admin to confirm the routing rule.
I dragged a card and it snapped back to the original stage
Cause: A network error or a stage permission rule prevented the move.
Solution: Refresh the page and try again. If it keeps reverting, contact the inviting admin — they may have configured stage transitions that require approval.
I see pipelines I don't recognize (Integration Partnerships, Partner Network)
Cause: These are pipelines of a different type (Integrations Partners or Partner Network), not Referral Opps. They track different objects (integrations, partnerships) and use different create buttons (+ New Integration or + New Partnership).
Solution: Use Referral Opportunities (or any other Referral Opps-type pipeline like a sub-brand) for warm introductions. Use the others only if your admin has asked you to.
Win % values look wrong or different from documentation
Cause: Your admin has customized the stage Win % values for your workspace.
Solution: Check Settings → Pipeline Customizations → Referral Opportunities to see the configured values for your organization. Win % is configurable per stage and may differ from defaults.