Referrals · who referred whom
Referral pipeline.
Households that arrived via a Refer-a-friend submission or a Horizon-share click-through. Tracks the referrer attribution, the recipient's current lifecycle stage, and conversion timing.
No referrals yet. When a client submits Refer-a-friend or a Horizon-share click-through lands at /refer/[token], it appears here.
Marketing Rule (SEC Rule 206(4)-1): every referral here is recordkept with the referring household, the timestamp, the channel, and the engagement status. Export the audit trail from the recipient household's audit page for the Rule-204-2 PDF.