Managing submitted referrals

Learn how to review and manage submitted referrals in Dub.

This feature is only available on Business plans and above.

Submitted referrals let partners manually submit prospective customers to your program, even when the referral did not come through a tracked partner link.

They are different from tracked leads since they are not created automatically by a partner link, but rather manually submitted by the partner.

They start as a referral record, not an attributed lead event, and only become a lead or sale in Dub when you update their status. This makes submitted referrals useful for sales-assisted workflows where partners introduce prospects before a tracked signup or purchase happens.

Creating rewards for submitted referrals

To create or update referral rewards, go to your program’s partner groups, open the group you want to configure, and edit its rewards. This is where you create:

• Lead rewards for referrals that reach Qualified status
• Sale rewards for referrals that reach Closed won status

Lead reward

Open the lead reward editor, and add a condition to pay out when the customer source is submitted referral. If this customer reaches Qualified, the partner then earns a reward.

Sale reward

Open the sale reward editor, and add a condition to pay out when the customer source is closed won deal. This will create the customer record, and the partner will be rewarded.

Managing submitted referrals

To view all submitted referrals, go to Customers in your Partner Program navigation, then click the Partner Referrals tab.

This view shows all partner-submitted referrals in one table, including:

• Lead email
• Company
• Submitting partner
• Submitted date
• Current status

Click any row to open the referral details panel and review the submission more closely.

If you want to review converted customers after a referral has been qualified or closed won, see Customer insights.

Reviewing submitted referrals

When you click a referral row in the Partner Referrals table, a drawer view opens with the full referral record.

This drawer is designed for quickly reviewing the submission, updating the referral stage, and seeing the history of changes without leaving the table. You’re also able to edit the lead details by clicking the Edit button on the lead details card.

Changing statuses

If you select a new stage, Dub shows Save changes and Cancel actions at the bottom of the drawer before the update is finalized.

For all status change updates, the partner is notified and the status change is reflected in their dashboard. You can also include optional notes for the partner with the status update. For qualified and closed won statuses, additional information may be shown or required.

Qualified status

This change will also ask for an optional external ID.

When changing to qualified, this creates a lead event.

Closed won status

This change will also ask for a required sale amount and optional Stripe customer ID.

When changing to closed won, this creates a sale record.

Referral statuses

Submitted referrals move through a simple pipeline inside Dub:

Status	What it means
New	The referral was submitted and has not been reviewed yet.
Qualified	The referral is valid and worth pursuing. This also creates a lead event.
Meeting	The referred prospect has progressed to a meeting stage.
Negotiation	The referred prospect is in an active deal cycle.
Unqualified	The referral is not a fit and will not move forward.
Closed won	The referral became a customer. This also creates a sale record.
Closed lost	The opportunity did not convert.

Status rules

• All referrals start in New
• Unqualified, Closed won, and Closed lost are final states
• You can move referrals forward or backward between Qualified, Meeting, and Negotiation
• A referral must have an associated customer before it can be moved to Closed won

In practice, that means you should typically mark a submitted referral as Qualified before marking it as Closed won.