Contacts
Referrals Tab
Tracking referrals in FrameReady is easy and profitable.
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.
Tip: Referrals should be entered at the point-of-sale when a new customer record is created from the Work Order screen.
Referrals Tab Explained
This Contact recommended by Drop-down
The existing customer who recommended this contact to you (from the list of all your contacts.)
The tab also shows which and how many new customers this contact has brought to your shop. You cannot type into these fields. They auto-fill when you use the Recommended By field on other contacts records.
Go Button
Moves from the current record to the referral record in your Contacts.
Print Report
Prints a report showing all customers who have made referrals.
To find all referrals over a date range, perform a separate search using the Find button.
Referrals should be entered at the point-of-sale when a new customer record is created from the Work Order screen.
How to Record a Referral
How to Track Your Top Referrals