Yes. If you are qualifying using a CRM or Payment gateway, you can update your qualification method at any time from the Integrations and API tab. Changes take effect going forward.

Important: changing your qualification rules does not retroactively re-evaluate existing leads. Leads that are already Qualified will not be automatically unqualified under the new rules — you would need to unqualify them manually if they should not have qualified under the new criteria.

Go deeper with Learn

This help article explains the setup. These Learn guides explain the bigger strategy, planning, and real-world use of referral programs.

Referral Program

Go beyond setup and learn how to structure, launch, and improve a referral program.

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