This Help File Page was last Modified on 11/24/2023
❑Referrals are your Company's best source of Leads, by far.
•So, can you answer these questions?
✓Who Referred this Subscriber?
✓Do those Referrals get tracked within your Company?
✓How are those who provide a Referral rewarded?
•Open a Subscribers Form.
Referrals Form - Start a new entry
•Identify the Source of the Referral:
✓Prospect - Click the Prospect button if the referral came from a Prospect.
▪Click the Prospect Search button to locate the appropriate Prospect.
✓Subscriber - Click the Subscriber button if the referral came from a Subscriber.
▪Click the Subscriber Search button to locate the appropriate Subscriber.
•Referral Date - By default, Today will be entered.
✓Use the Drop-Down Calendar/Date Entry field to Choose a different Referral Date, if appropriate.
a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or
b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date
•Comments: - Enter any Comments to clarify how and why this Referral was provided.
•Clear & Save - Click the Clear & Save button to remove the previously saved referral information.
•Save - Click the Save button to record this referral.
•Cancel - Click the Cancel button to abort your entry.
Referral Form - Referral entry
•The Referrals Report provides a summary - within specified Referral Dates - of the information entered here.