I have just set up the referrals system and MANUALLY linked a contact and opportunity to a referral partner.
How can I or they (the partner) see what is potentially in the pipeline of referrals where we haven;t yet closed the sale
Well, you would set up the Referral Partner Center - which is where they could login once registered, and see details about the program, update their details, and see how many new visitors they’ve referred, clicks, purchases, etc.
Lots of moving parts there, but I’d start here: Set up a referral partner commission prog | Max Classic