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