This Help File Page was last Modified on 06/17/2016
❑Referrals are your best Leads, by far. Can you answer these questions?
•Who was this Subscriber Referred By?
•How do you track Referrals?
•How do you reward Referrals?
❑Referral Tracking starts with the Referred By Form.
Referral - Referred By Form
•Identify the Source of the Referral:
✓Prospect - Click the Prospect button if the referral came from a Prospect.
✓Click the Search Prospect Icon to locate the appropriate Prospect.
✓Subscriber - Click the Subscriber button if the referral came from a Subscriber.
▪Click the Search Subscriber Icon to locate the appropriate Subscriber.
✓Referral Date - Use the Drop-Down Calendar/Date Entry field to Choose the Date you received this referral.
✓Comments - Enter any additional information that would better characterize the reason or motivation for this referral.
✓Save - Click the Save button to record this referral.
✓Cancel - Click the Cancel button to abort your entry.
✓Clear/Save - Click the Clear/Save button to remove the previously saved referral information.
•The Referrals Report provides a summary - within specified Referral Dates - of the information you enter here.