Referral pipeline — counts and conversion at each step
Reward liability
Top referrers
Code
Referrer
Sent
Converted
Credited
Pending approvals — held rewards awaiting sign-off
Referee
Referrer
Side
Amount
Qualified
Entered by
The closing rep can't approve their own referral.
Needs attribution — signups with no referral code
Order
New customer
Email
Heard
Zone
When
Attribute to referrer
Type the referrer's Sonar account #, referral code, or name and click Look up to resolve them, then Attribute — this links the referral so both sides get $100 on the referee's first paid invoice. Dismiss if there was no real referrer.
Rep watch — attribution entered by reps
Rep
Entered
Codes
Invalid
Diversity
Stuck referrals
Referee
Stage
Days
Recent unsubscribes — opted out of referral emails
