ZINFI Unified Partner Management — Sell

Referral Management — Product Tour

Guided walkthrough of partner-facing Referral Management — browsing and filtering referral deals, registering a new referral, its line items and Tasks/Notes, and referring it for approval through to a tracked outcome.

29 guided steps, about 10 minutes. Sample data only — nothing in the tour affects live data.

Full walkthrough

  1. Referral Management is ZINFI's affiliate-driven deal registration engine, under Sell. Partners register referrals — manually or automatically via link and advertising — and each one maps automatically to a commission payment structure for both marketing and sales activities, routed through an automatic or manual approval flow. Navigate here from Sell → Deals → Referral Deals. This is the master list of every registered referral deal.
  2. Each row shows the Referral ID — a system-generated identifier like R-000068 — Referral Deal Name, Status, Amount, Expected Close Date, Type (for example Partner To Brand (Referral)), and a Favorite flag.
  3. Status gives an instant read on where a deal stands: Rejected, Pending Approval, Accepted, and so on, through its full approval lifecycle.
  4. Add opens the form to register a new referral. Delete removes selected records, and Create View saves a custom column arrangement.
  5. Export opens the Export Columns List popup. Press Next and we'll open it.
  6. Choose an Export File Type (CSV), an Export Type — Selected Records or All within a Records Range — and the Export Fields to include, like Amount, Approved Date, Contact Name, Currency ISO Code, Expected Close Date, Fiscal Quarter, Partner Contact and Referral Source. Saved Configurations lets you store a layout for reuse.
  7. Search Referral Deals finds records by name instantly, and Filter opens Basic and Advanced criteria. Press Next and we'll open it.
  8. Basic covers Referral Deal Name, Status and Expected Close Date; Advanced adds Amount with operators like Greater Than, Contact Name, Currency ISO Code, Fiscal Quarter and Lead Source. Search narrows the list, and View/Saved Filters recalls a combination you use often.
  9. Add opens the Add a Referral Deal form. Press Next and we'll open it.
  10. Referral Deal Name, Account Name, Contact Name, Currency ISO Code, Expected Close Date and Price Book are all required.
  11. Sales Stage, Lead Source and Fiscal Quarter are optional, each a simple dropdown.
  12. Referral ID, Amount, Type and Status are all system-generated — Amount fills in once line items are added after the deal is saved. Favorite lets you flag it for quick access.
  13. Referral Contact Information — Referral URL, Primary Sales Contact Name, Sales Rep Phone and Sales Rep Email — auto-populates from your partner and sales rep profile once you save.
  14. Save creates the record and returns you to the grid. Press Next and we'll save it.
  15. This is the referral deal's full record. The action bar carries Edit, Delete and Refer Deal.
  16. Referral Information holds the core business data: Referral Deal Name, Referral ID, Account Name, Contact Name, Sales Stage, Currency ISO Code, Amount, Type, Lead Source, Fiscal Quarter, Status, Expected Close Date, Price Book and the Favorite toggle.
  17. Referral Contact Information shows the system-generated Referral URL — with a Copy to Clipboard icon — plus the Primary Sales Contact Name, Sales Rep Phone and Sales Rep Email, so the right people can be reached for follow-up.
  18. Referral Line Items lists each product: Name, SKU, Sales Price, Quantity, Total Line Item, Net Line Item and Line Description. These drive the Amount total above.
  19. Add Product(s) attaches products from a lookup, priced from the deal's Price Book. Press Next and we'll open it.
  20. The Select Product popup lists the products available on the deal's price book — Product, SKU and Partner Price. Tick the ones you are referring and Add places them on the deal as line items, rolling straight into the Amount total.
  21. Tasks tracks follow-up actions tied to this deal — Task Name, Start Date, Due Date and Status — with the pen icon to edit and the trash icon to delete.
  22. Add opens the Add/Edit a Task form. Press Next and we'll open it.
  23. Task Name, Start Date and Assigned User are required. Status, Due Date, Priority and a Description in Additional Information round it out — Associated Record is pre-linked to this deal, and Save and New lets you queue up several tasks in a row.
  24. Notes works the same way — Note Name, Associated Record, Associated Tools and Attachment — add, edit or delete with the same icon controls.
  25. Refer Deal initiates the approval process. Press Next and we'll refer it.
  26. Status has moved to Pending Approval as the approver reviews it — this same change shows up in the Status column back on the grid.
  27. A new Approval History section appears — the full audit trail: Step, Submitter, Approver, Actual Approver, Status, Comments and Action Taken Date.
  28. Once the OEM admin acts, Status updates to Approved (Accepted) or Rejected — reflected here and in the grid, giving you a clear, real-time view of every deal's standing.
  29. That completes Referral Management: registering a referral, its line items, Tasks and Notes, and referring it through approval to a tracked outcome.

Questions about this tour

How does partner referral management work in ZINFI?
A partner registers a referral with the customer, the products and the expected value, then refers it for vendor approval. The referral is tracked through to an outcome in the same grid, with line items, tasks and notes on the record.
What is the difference between a referral and a registered deal?
A referral hands an opportunity to the vendor or another partner to close, and the referring partner is credited for the introduction. A registered deal is one the partner intends to work and close themselves, with protection while they do.
Can a partner see whether a referral was accepted?
Yes. The referral record shows the approver's decision and the resulting status, so the partner knows whether the referral was accepted and where it ended up.
How long does the ZINFI Referral Management tour take?
About 10 minutes at a normal pace — 29 guided steps through the Referral Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Sell pillar. The tour is self-paced and can be left and restarted from the beginning.
Do I need an account to take the Referral Management tour?
No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.