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Turn on Referral Tracking

Turn on Referral Tracking

Steps

  1. Go to your Control Panel: select More in the top menu and select Control Panel

  2. Scroll down until you see the Preferences button

  3. Tick the checkbox for recording who referred each contact to each project

  4. Press save

 

Suggestion: set up Contact Forms, Contact Types and Projects for your referral partners to keep your platform organised

A project to store your Referral Partners

  • It is best to create a separate project for your referral partners. Click Create in the top menu and select Project. Call the project “Referral Partners” and press Save.

Distinguish between referral partner Organisations and Individuals




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