Follow up with referrals to encourage successful purchases

As an Official Partner, maintaining organization and proactively managing your referrals' purchases and pending orders is paramount for sustained success. With a constant stream of pending orders, there's a significant opportunity to propel your revenue growth. This comprehensive step-by-step guide is designed to assist you in efficiently navigating and maximizing this process to enhance your overall performance.

 

I. Finding Unfinished Orders in HubSpot

1. Log In to HubSpot=> Go to "Sales" and select "Deals"

2. See Your Referrers' Deals:
Check deals made by people you referred by clicking on "Deal Owner" and selecting "Me."

3. Use Filters:
Click on "Advanced filters" and pick "Order status." Choose "Pending" to find incomplete purchases.

Apply the filters to see a list of orders that are still pending by clicking " Apply filter". 

4. Alternatively, you can select a pre-existing view we've set up for you: Click on "Add views" and choose "Pending Orders."

5. To narrow down pending orders from a specific time, select "Create Date" and then select a specific time you want. You'll then see all pending orders that require attention.

II. Use HubSpot's email feature to send customized follow-up messages, motivating them to finalize their purchases.

After you can gain a comprehensive understanding of the situation and streamline order processing, you can contact them and find the best strategy to maximize their revenue. 

1. Click on the referral's name in the "Deal->Contact" column. It opens a referral's detail page. 

2. Choose a contact method from various options, such as a phone call or email.

Therefore, you can gain a comprehensive understanding of the situation and streamline order processing to maximize profits.