This Help File Page was last Modified on 06/17/2016

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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.

The Prospect Options Menu on the Prospects Form's Navigation Menu provides access to the Referrals option.



 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.