Understanding Affiliate Referral Statuses: Leads, Customers, and Cancelled

Accessing the Referral Page

To view your referral activity, navigate to the Affiliate Portal from your CRM dashboard. Once there, select the Referrals option located at the top of the dashboard screen. This section displays all your referral contacts along with their current statuses, including their first names for easier identification.

Referral Status Categories

Your referrals are categorized into distinct statuses based on their interaction with the CRM platform. These categories help you track which contacts are generating commissions and understand their lifecycle.

Active / Paying

Contacts in this category are currently active, paying subscribers to the CRM platform. You earn a commission each time these customers renew their subscription. Note that commissions are only generated from successfully paid subscriptions—if a customer pauses, cancels, or receives a refund, you will not receive commission for that period.

Free / Trial Signup

These contacts have completed the sign-up process and are currently using the CRM on a free trial. Their status will appear as Not A customer yet, indicating they haven't made their first payment. Once they convert to a paying subscription, they will move to the Active/Paying category.

Lead (or Subscribed)

These contacts have only completed the initial step of the sign-up process using your referral link but haven't finished the registration to begin their free trial. You might see this status labeled interchangeably as either Lead or Subscribed—both terms refer to the same incomplete sign-up state.

Cancelled

Contacts in this category have cancelled their CRM subscriptions, and you are not currently earning commissions from them. If these customers renew their subscriptions in the future, they will return to the Active/Paying category. Occasionally, you might see customers temporarily marked as cancelled if they cancel a marketplace service rather than their core subscription—this status will correct itself once they make their next payment. If you need clarification about cancelled statuses, please contact support for assistance.