Your referral partner system, documented
Two reference documents for the system MapMatix is building for Accelerate CMO. They describe how the system behaves and what it stores. Questions and feedback are welcome, just reply to Matt or use the feedback button inside the dashboards.
- How Your Referral Partner System Works, the four workflows (partner onboarding, referral lifecycle, payments and payouts, system sync) plus what each screen collects and shows.
- Data Model and System Map, every record the system keeps, in plain language, and exactly which facts sync between your CRM, QuickBooks, Stripe, and the custom system.