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Referred By: track who referred each Contact to each Project
Referred By: track who referred each Contact to each Project
- Matt Kepple
Owned by Matt Kepple
You can track which organisations and individuals are referring contacts to your projects
Watch the walkthrough
https://www.loom.com/share/b909a453b09f40b591ee204417874cb3
Get started with Referral Tracking
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Record who a referral came from
Record who a referral came from
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Contact Profile: the Summary tab
Contact Profile: the Summary tab
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Turn on Referral Tracking
Turn on Referral Tracking
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Add a Relationship to a Contact
Add a Relationship to a Contact
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History section of the Contact Profile Page
History section of the Contact Profile Page
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Automate Your Referrals
Automate Your Referrals
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