Websites
A partner submits an introduction through the website.
Business networks / Referral groups
An introduction should never end at an introduction.
A referral is not complete when it is shared; someone needs to own the next conversation.
Request early accessPlanned use case · All products coming soon
The tools / Your context
Three tools. Use what the work needs.
Websites for intake. Actions AE for owned next steps. XCam for visual findings when a site visit needs proof.
Actions AE
Assign the first-contact action to the receiving member.
XCam
XCam is optional when the referred work includes a property visit.
Illustrative workflow
What stays connected
in your workday.
Introductions, ownership & follow-through. An example of the handoff, not a live customer record or an activated industry configuration.
Try the sample action flow- 01
Websites
Capture the request
A partner submits an introduction through the website.
- 02
Actions AE
Own the next action
Assign the first-contact action to the receiving member.
- 03
XCam · where needed
Keep the visual context
XCam is optional when the referred work includes a property visit.
- 04
Actions AE
Review the outcome
Review the contact outcome and assign the next follow-up.
Where this fits — and where it does not
No commission, referral payout, guaranteed conversion or partner-account integration is promised. Industry-specific configuration and availability must be confirmed before adoption. Do not enter customer or sensitive data into site examples.
Your service.
Your next action.
Explore the planned tools. Tell us what needs to stay connected. Early access is a request, not an activated account.