Manage partners, referrals, and attribution

Prerequisites and role: Solo and Agency partner writers (owner, admin, advisor) need the person's verified contact details, source type, consent context, and the referred client's minimum necessary facts; assistants normally review only.

Steps: 1. Open Partners and Add New Partner, or select an existing record after clearing filters and checking for duplicates. 2. Maintain Source Type, Tier, Stage, profile, and Contact Log from observed activity. 3. Use Add Referral, select an existing Client when available, or deliberately create a new client only after duplicate review. 4. Record the referral outcome and connect later tours or move-ins to the case history. Count collected fees only when payment is recorded; the end of a fee refund period alone does not establish payment.

Expected result: the partner timeline and analytics reflect the recorded relationship and referral chain.

Exceptions and recovery: if no client appears, switch to New client only after searching Client cases. If a save fails, do not create the same referral again until checking the timeline. Restricted roles may review but cannot edit or advance stage. Missing attribution should remain unknown rather than guessed; a fee refund period ending is not cash collection.

Operator duty: honor opt-outs and fee/disclosure rules, verify identity, and base attribution on recorded evidence.

Family visibility: partner tier, score, ROI, referral terms, and contact notes remain private.

Reverify: confirm contact and consent before outreach, attribution when a case is created, and fee terms before billing.