Setting Up Referral Sources

Referral sources will be used to track where your customers and leads come from.  Common referral sources include things like:

  • Website
  • Job signage
  • Referral
  • Magazine Ad

... and more.  With referral sources, you can run reports on where your leads are coming from and what your various conversion rates are for each referral source.

To setup your referral sources

  • Click the CRM menu on the left side
  • Click the Referral Sources menu
  • Click the +New button to add a new referral source
  • Give the source a name and click the OK button to save


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