How to Check Purchases of a Referral in HubSpot?

With HubSpot, you can track the purchases made by referrals to measure the effectiveness of your referral marketing efforts. Here's a guide on how to check purchases of a referral in HubSpot:

To review your referrals' purchases on HubSpot, follow these steps:

A. By choose Sales tab

1. Log in to HubSpot and then go to the Sales tab and select Deals option

2. Click on Me or enter the email of the person you want to view under the filter option to see your affiliates.

3. With the Me filter, all contact lists, including your affiliates, will be displayed for your review. 

4. You can select a specific affiliate to view their detailed information and deals. Click on the affiliate's name on the Deal -> Contacts to access detailed information.

5. Select Overview tab and scroll down or check in the right corner of the screen to see the Deals section. Then please click on View Associated Deals.

6. Clicking on View Associated Deals will display a detailed breakdown of all the purchases made by your chosen referral.

B. By choose Contact Tab

1. Log in to HubSpot and then go to the Contacts tab in the main menu to access your contact database.

2. Click on Me or enter the email of the person you want to view under the filter option to see your affiliates.

3. With the Me filter, all contact lists, including your affiliates, will be displayed for your review. Select a specific affiliate to view their information.

4. Click on the affiliate's name to access detailed information.

5. Locate the Deals section by scrolling down or checking the right corner of the screen. To see detailed information on purchases, click on View Associated Deals.

6. By clicking on View Associated Deals, you can now see a breakdown of all the purchases made by your selected referral.