Log a referral.
Someone sent you a business owner. This is every field that matters, in the order the form asks for it, and the one choice that decides whether the credit counts.
Every screen here is the real form, not a mock-up of a plan.
Wherever you are in the app, the button is in the same place.
It is a head start you confirm, never an authority. Nothing saves until you say so.
A whole address in one box is a string. Split, it is data you can actually use.
- Stored as text on the account
- Never matched to a member
- Never reached the ConnectClub ledger
- A typo silently became a person's name
- Tied to the member's actual record
- Shows on their card in ConnectClub
- Counts toward what they are owed
- Nothing to spell, so nothing to misspell
Someone the picker does not know yet still gets logged. Choose Someone else and type the name.
Connected is the one that makes it commissionable. Everything before it is just the truth about where things stand.
Two minutes, properly.
The fields you filled are the ones outreach, routing and commission all read from. Skipping them does not save time, it moves the work to whoever needs the data next.