Referral review procedure
Give vendor partner operations a consistent process for referral ownership, offered leads and commission review.
- Industry
- B2B SaaS and Technology Vendors
- Team
- Operations, Sales, Finance
- Use case
- CRM and sales, Requests and exceptions
- Tags
- Partner program Internal review
- Includes
- 1 app
Template preview
1 / 2
Included items
-
Dashboards
App · Embedded views: k-open, i3 · Requires sign-in
Overview
What this template supports
An internal procedure for reviewing partner referrals. It checks whether a company is already in the vendor pipeline or held by another partner, records acceptance and lead-response decisions, and approves commission only against the signed order value while keeping other partners' details private.
- Referral completeness checks
- Company ownership and conflict rules
- Offered lead lapse handling
- Signed-order commission approval
How to use this template
-
Limit access
Keep partner identities, internal pipeline and commission records inside the vendor team.
-
Assign review roles
Name referral, disagreement and finance decision owners.
-
Check the record
Compare the referral with existing holds and signed order value before deciding.
Frequently asked questions
When should partner operations use this procedure?
Use it when a referral is submitted, company ownership is disputed, an offered lead lapses or commission needs review.
Who uses this page?
Vendor partner operations, partner managers and finance reviewers.
What should a partner receive after a review?
Give the affected partner its own referral decision and reason without exposing another partner's case or internal pipeline.
What proves a commission line is ready for approval?
The finance value comes from the signed customer order, after the referral has been accepted and won.
What should be reviewed before using it?
Keep partner identities, internal pipeline and commission records inside the vendor team. Name referral, disagreement and finance decision owners.
Who should handle the procedure and its case details?
Vendor partner operations should handle the native procedure; partner identities, pipeline and commission records belong with authorized reviewers.
