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Submit referrals and follow their status

Submit prospective customers in the native Partner portal and understand each referral status.

Updated on October 1, 2026

Approved Partners introduce prospective businesses through the native meetergo Partner portal. The referral belongs to the approved company, so its admins can follow the relationship from one shared record.

Submit a referral

  1. Open Partner portal from your own approved company workspace.
  2. Select Add referral.
  3. Enter the contact and prospective customer company.
  4. Choose how your company expects to work with the customer.
  5. Optionally add phone, country, website, estimated seats, use case, and notes.
  6. Confirm that the contact expects meetergo to receive the information.
  7. Select Save referral.

The referral starts as Submitted.

Referral statuses

StatusMeaningPartner action
Submittedmeetergo received the referral and review is still open.Edit the business context or withdraw it.
Qualifiedmeetergo accepted the opportunity for follow-up.Contact support to correct details.
WonThe referred business became a customer under the Partner review.No self-service change.
LostThe opportunity did not become a customer.No self-service change.
RejectedThe submission was not accepted as a valid Partner referral.No self-service change.
WithdrawnYour company ended the submission before review progressed.Submit a new corrected referral when appropriate.

meetergo staff controls the later statuses. A status is not an invoice, commission confirmation, payment record, or customer provisioning state.

When a Refer referral earns commission

A referral can earn commission only when all of these are true:

  1. meetergo accepted the referral and linked it to the customer.
  2. The relationship is Refer: Customer pays meetergo, not Resell.
  3. The customer pays an eligible recurring software invoice.
  4. You are active, or the payment falls before month 36 after the customer's first eligible paid invoice.

The commission is 20% to 35% of eligible collected net recurring software revenue, based on the Partner's effective level in the month of the payment. It excludes tax, refunds, credits, chargebacks, bad debt, setup and services, pass-through communication costs, and metered AI or other usage charges.

Each amount remains on hold for 45 days. It becomes available if the customer payment remains valid. Available balances below EUR 100 carry forward. See Partner pricing and commission for the complete rules.

When meetergo records an eligible settled payment, the Commissions tab shows the earning with its frozen Partner level, rate, hold date, and balance effect. Referral status alone still does not create an earning. Payout remains a direct process with meetergo.

Edit or withdraw a submitted referral

While the status is Submitted, you can update the business context or withdraw the referral. The contact identity stays stable. If the contact name, email, phone, or company is wrong, withdraw the referral and submit a corrected one when you still have consent.

After review progresses, contact support with the prospective company and contact email.

Referrals and customer workspaces stay separate

  • Won does not create a customer workspace.
  • Creating a workspace does not invent a referral or change a referral status.
  • Choosing Refer or Resell happens on the managed customer, not the referral.
  • Customer users, current estimates, and monthly statements belong to the customer record.

This separation prevents a sales-status update from creating users or financial obligations.

The affiliate program is not for approved Partners

The Refer page belongs to the affiliate program. Approved Partner companies refer, follow statuses and earn commission only in the Partner portal.

If you only want a personal affiliate link and do not need the Partner program, see Refer meetergo and earn 20%.

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