You can track which organisations and individuals are referring contacts to your projects

Watch the walkthrough

https://www.loom.com/share/b909a453b09f40b591ee204417874cb3

Steps

1. Select My Apps in the top menu

2. Select Contacts

   1. (if you don’t see Contacts appear. Go to your Home, then select the title of Contacts in the Contacts box in the top left. If you do not see this option, go to your Control Panel and select Contacts)

3. Select the Productivity tab

4. You arrive on the Productivity tab within the Contacts App

5. Scroll down until you see the Referrals Received charts. One chart shows the referrals received from organisations and the other charts the referrals received from individuals.

Get started with Referral Tracking

• Turn on Referral Tracking

• Record who referred a contact to your project