🧭 Tracking Your Referrals in the Flexxbuy Partner Portal
Once you’ve started submitting leads through the Flexxbuy Partner Portal, you can easily track every referral and see exactly where it stands in the sales process. This gives you full transparency into what’s happening after submission — so you always know when to follow up and when to just sit back and let the process work.
1. Accessing Your Referral List
After logging in to your Partner Portal, click the “Referrals” tab at the top of the page.
This will take you to your personal referral dashboard, where you’ll see a list of all merchants you’ve submitted.
2. Viewing Referral Status
Your referral list automatically updates in real time as each lead moves through the sales process.
Each row represents one of your referred merchants, along with key details like business name, email, submission date, and current status.
3. What Each Status Means
Here’s a quick rundown of what each possible status represents:
| Status | Meaning |
|---|---|
| Proposal Sent | We’ve reached out to the merchant and sent program details, pricing, and enrollment information. |
| Email Opened | The merchant has opened our initial email — early engagement confirmed. |
| Call Scheduled | The merchant booked a meeting with our team to review options or finalize details. |
| Said Yes | The merchant gave a verbal commitment to enroll but hasn’t completed the sign-up yet. |
| Closed Won | The merchant officially enrolled and paid — your commission will be tracked for payout. |
| Closed Lost | The merchant decided not to move forward at this time. |
4. Why Tracking Matters
We want you to have complete visibility into what’s happening with your leads.
Knowing where a referral stands can help you decide whether to follow up directly, give us space to close the deal, or celebrate a win.
Transparency is key — it helps us coordinate efforts, avoid duplicate outreach, and work together effectively to maximize your earnings.
5. Next Steps
If you’d like to learn more about submitting new referrals, check out our guide:
👉 How to Submit a Referral