One of our Referral Partners will be bringing new Referral Partners to us. We are setting him up as the Parent of these new Referral Partners.
We need a way to show him the Referral Partner “children” that are set up underneath him. I know that I can access CRM->Reports>Referral Partner Structure to see this information, but I’m an Infusionsoft User and he isn’t.
I need to show the Referral Partner all the “children” that have been assigned to him (and only him), preferably within the Referral Partner Center portal. How can this be accomplished?