The customer management dashboard gives you a central view of everyone in your referral program — who’s active, who’s referred others, and who’s earned rewards.
What you can do
- Search and filter your customer list
- View each customer’s referral history and reward status
- Manually add customers or import from an integration
- See communication history per customer
How it fits in
Customer management is the operational backbone of your program. As your referral network grows, you need a reliable way to audit activity, resolve issues, and understand who your best advocates are.