Team Members

Manage your team — each member gets a unique tracked link for every deal.

How referral tracking works

  • • Go to Deal Pipeline, click the Share icon on any deal, then "Share as Team Member"
  • • Copy or send each team member their personalised link
  • • When a client opens that link and submits details, it's automatically tagged with that team member's name
  • • View all leads in the Leads page — filter by team member to see their referrals