We want to be able to track referrals on the dashboard
under review
J
Joshua Ferraez
Salespeople are being taught to get referrals, and we want to track how many they are getting
Michele McCoy
under review
Joshua Ferraez, thanks for writing in. If you create a new lead source and name it "referral", you can report on it in Standard and Advanced Reporting. Does this solve for what you're trying to accomplish?
Shelby Parker
Great to hear your perspective, Joshua Ferraez! I have a few more questions for you:
- How do you currently track referrals, if at all?
- What specific metrics or data points would you like to see on the dashboard regarding referrals?
- Who will need access to the referral tracking feature on the dashboard?