Add a Referral

Main Menu > Contacts > Referrals tab

Record the referral when creating a new customer record from the Work Order screen.

• When a new customer comes through your door, they often do so on the basis of a referral from a friend or family member. The Professional Picture Framers Association has documented that over 20% of new business is via referrals.

How to Enter a Referral

1. Each time you create a New Customer, open their Referrals tab.

2. Click in the Recommended By field.
   
   A drop-down list of contacts appears.

3. From the drop-down list, choose the existing customer who referred this new one.

See also: How to Track Referrals

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