Referral Incentive Tracker — Admin

Add / Edit Referral

✎ Editing an existing referral — saving will update it, not add a new one.

Referral Details

Referring Agent

Referring Agent CSP ID (controls what she sees)

Referred Person's Name

Date Referred

Current Stage

Stage — what the agent sees

Internal Notes

Notes (general — not shown to the agent)

Referral History — click any row to edit

Agent: Year:

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No referrals logged yet.