Referral

This section allows you to view and manage the client's referral relationships within the CRM system. You can check referral codes, track downline structures, and assist with updating referrers when necessary. It’s a useful tool for monitoring IB networks and ensuring correct referral assignments.

1. What You'll See

The Referral tab provides an overview of the client's referral relationships and downline structure. The following information is displayed:

• Referral Code – The client's unique referral code.

• User Tree – Click "Referral Tree" to view the client's full referral hierarchy.

• Referrer – The name of the client's direct referrer. You can click onto it to be redirected to the referrer's profile page.

• Uplines – The number of uplines in the client's referral chain.

• Direct Downlines – The number of clients directly referred by this client.

• Indirect Downlines – The number of clients referred by the client’s downlines.

2. Edit Referral Code

You can update the client’s referral code. All other fields in this section are not editable.

To edit the referral code:

1. Click the "Edit" icon.

   
2. Enter the new Referral Code.

3. Click "Save".

   
4. Note: Changing the referrer code will update the client's promotion link. Please notify the client after making any changes.

3. Add or Change Referrer

You can assign or reassign a referrer for the client.

1. To add a referrer (if the client has no existing referrer):

   1. Click "Add Referrer".

      
   2. Select the new Referrer from the list.

   3. (Optional) Tick "Bring Downlines" if you want to move the entire downline tree under the new referrer.

   4. Click "Update".

2. To change an existing referrer:

   1. Click "Change Referrer".

      
   2. Select the new Referrer.

   3. (Optional) Tick "Bring Downlines" if the downline tree should also be moved.

   4. Click "Update".

4. View Referral Tree

Click "Referral Tree" to view the client’s upline and downline structure.

You’ll see:

1. Uplines

   1. You’ll see details such as Name, Client ID, Client Type, and User Tier.

   2. Hover your mouse to the upline and click the "Redirect" icon to jump to the upline’s profile page.

      
   3. You can amend the user tier by hovering your mouse to the upline and clicking the "Edit" icon.

      
   4. Select the appropriate Rank Structure and Tier, then click "Confirm".

2. Downlines

   1. Similar details—Name, Client ID, Client Type, and User Tier—are shown.

   2. Click the "Expand" icon to view the full referral tree.

      
   3. You can also use the "Redirect" icon to access the downline’s profile or click "Edit" to update their user tier.