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.
Each time you create a New Customer, open the Referrals tab.
Click in the Recommended By field.
A drop-down list of contacts appears.
From the drop-down list choose the existing customer who referred the new one.
See also: How to Track Referrals