How can I download platform referral data? (Invite Others, Track Referrals)

Modified on Thu, Mar 10, 2022 at 11:59 AM

If you invite an investor to an offer, or a link to your offer was shared by an investor, a referral is generated.  You can review all of your referrals and export your data.


To do so:

  1. Select Platform from the left menu
  2. Click Referrals
  3. View a list of your referrals
  4. Click Export Data to download the data as a .csv file

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