Referral
I would like when I select referral for lead source that it gives me another drop down to connect a contact to this referral. At that point I should be able to create a new contact if need be or link it to a contact already in the system. Then from that I would like a KPI in the contact so when I go look at that contact I can see "referred jobs" and their status - closed won, lost, waiting for payment, whatever it may be. This would give me great tracking ability on whos referring who and if those jobs are closing and at what %. I can also then set up an automated email to go out top the person that referred me to a closed won job with a link to a gift card as a thank you!
nate
shared this idea
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I fully support that the referral option should give us a drop-down menu to put in the name of the referral. We rely heavily on these, and presently I have to create a note stating who the customer was referred by
