Peak Partners

How do I set up a partner or referral program in Peak Partners?

A program defines what a partner gets for a new customer: a percentage of the deal value or a fixed amount, within an attribution window. Then you enroll partners and record their referrals.

1. 01Open Peak Partners and create the first program with a commission.
2. 02Under “Partners”, enroll the first partner, a company or person.
3. 03Under “Referrals”, record whom they referred to you, ideally with the deal from Peak CRM.

How is a commission calculated and approved?

Once a referral is won, Peak calculates the commission from the program's terms (or the partner's tier) and the value of the CRM deal. If the value is missing, it says “can't be calculated”, never €0. Owners and admins approve the amount and later record when it was paid out; after that the commission is final.

Does Peak Partners pay out commissions or message partners?

No. Peak shows which commission is outstanding, but pays nothing out and messages nobody. The credit note or bank transfer works as before; in Peak you only record that and when it was paid.

Why can't I record a referral?

Peak checks every referral so that no commission is created twice. A customer can only be referred once while open or won; the first referral counts. The partner has to be in the chosen programme and must not have left it, and partner and customer can't be the same company.

1. 01Open “Referrals” → “Record referral”.
2. 02Choose programme and partner. If the partner isn't in the programme, add them under “Partners”.
3. 03Choose the referred customer and, if there is one, the deal from Peak CRM.