Partner Program Team: How do I find the referee emails to start the implementation?
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We now have a new source of Pipedrive leads who became paying subscribers directly via our referral link (previously, they typically signed up through Calendly with us). We need to reach out to them and launch the implementation package[1] as a result of signing up with us. How can I find the email of a company that purchased the subscription through us?
Screenshot attached.
[1]
Answers
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Hi @mac@datomni.com I have forwarded this question to our partners team, and will provide an update as soon as I have more details.
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Hi @mac@datomni.com!
Thank you for pointing out this issue to us, and apologies for the inconvenience.
We found that that specific datapoint (customer email) is not syncing to the PRM, when it should be. We have raised a request for the engineering team to fix this as soon as possible. My team will reach out to you as soon as we make progress.
In the meanwhile, there is another way for you to see who are the customer emails that signed up with your promolink. Just follow this step by step: In your Pipedrive account, go to Partner tools> referrals. Then , in the referrals dashboard you will be able to see any of the customer email in the "View details"section.
On another note, if you need to reach out to us just go to your Pipedrive account> Quick help (?) > Chat with Pipedrive, and we will be happy to assist you!
We will reach back to you, and I hope I could help in the meantime.
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Thanks @Jéssica Gomes. I believe the dashboard will pull in fresh February referrals in March. At least, that's how it worked for us in the past. I've already found them through LinkedIn, but it's definitely something that needs to be fixed for the future.
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