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Track and Manage Referrals
Use the Referrals tool to see your top referrers, browse every referral, filter by category, manage individual referral records, and track commission payments.
The Referrals tool gives you a complete picture of who�s sending you business � how many people each referrer has introduced, how many converted, and what categories they�re referring into. Every referral is tracked from first introduction through to conversion, in one place.
Open the tool at https://app.trustpager.com/growth/referrals.
The Referrers leaderboard
The default view is the Referrers tab � a card grid ranked by referral volume. Each card shows the referrer�s name, total referrals, how many converted, and their overall conversion rate. Four KPI tiles across the top summarise your whole workspace at a glance: active referrers, total referrals, total converted, and conversion rate.
Each referrer card also shows their commission totals at a glance: the amount paid to date and the amount currently pending. This gives you a quick read of your commission liability across your whole referrer network without opening individual records.
Click any referrer card to open their detail page at https://app.trustpager.com/growth/referrals/referrers/{contactId}. The detail page shows the referrer�s contact info, a breakdown of referrals by category, and a full table of every person they�ve introduced � including the linked opportunity and current status for each.
Filtering and searching
Above the view tabs, a filter bar lets you narrow what�s shown. Search and category filtering apply to both views; status and sort apply to the All referrals list.
Sort options on the All referrals list: Newest first, Oldest first, Category, Status.
All referrals tab
Switch to the All referrals tab to see every referral across your workspace in a flat list. Use the status filter to narrow by Pending, Accepted, Converted, or Declined. Each row shows the referrer, the person referred, the linked opportunity, category, status, and date. Click any row to open the referral detail page.
Referral detail page
The referral detail page shows the full record for a single referral: who referred whom, what opportunity it spawned, the current status on a visual timeline (Pending ? Accepted ? Converted), and any internal notes. You can move the status forward by clicking a timeline step, mark a referral as declined, or click Mark converted to close the loop � which also sends a thank-you email to the referrer automatically.
Tracking commission
Each referral has a Commission panel on its detail page at https://app.trustpager.com/growth/referrals/{referralId}. Use it to record what you owe (or have already paid) a referrer for this specific referral.
Adding commission instalments
Commission is tracked as one or more instalments � useful when you pay in stages (for example, 50% on settlement and 50% after the client�s first renewal). Click Add instalment in the Commission panel to create one. Each instalment has:
- Amount � the dollar value for this payment.
- Status � Scheduled (payment is planned but not yet made), Paid (payment has gone out), or Cancelled (payment no longer applies).
- Due date � optional. When the payment is expected.
- Paid date � optional. When the payment was actually made. If you mark an instalment as Paid without setting a paid date, TrustPager stamps it with today�s date automatically.
- Notes � optional free text for any context you want to record alongside this payment.
All fields edit inline and save automatically as you type � there is no separate save button.
Commission summary
The top of the Commission panel shows a running summary for this referral:
- Paid to date � total of all instalments marked as Paid.
- Pending � total of all instalments still at Scheduled status.
- Next payment � the amount and due date of the next Scheduled instalment, sorted by due date.
Commission totals on the leaderboard
The referrer�s card on the Referrers leaderboard rolls up commission across all their referrals. Paid and pending totals appear on the card so you can see your full commission position for each referrer at a glance, without opening individual records.
Categories
Category is a workspace-defined label for each referral � for example, a radiology practice might use MRI, CT, or Ultrasound; a sales team might use Google Ads or Facebook. Categories appear on every referral row and are used to break down a referrer�s history on their detail page.
To configure the category options available in your workspace, go to https://app.trustpager.com/settings/crm and find the Referral categories picklist. Add, rename, or remove options there � any changes take effect immediately for new referrals.
Sending a referral request
To ask an existing contact to refer someone, click Send referral request in the top-right corner of the Referrals page. TrustPager emails the contact a personalised request with a unique link to a short referral form. When the contact submits the form, the referral is created automatically and appears in your list.
Tip: You can also trigger referral requests automatically via an automation � useful for sending them at the right moment in a deal, like when an opportunity moves to �Won�.
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