Navigation: Prospect Tracking System > Prospect Options Menu on Prospect Form: Referrals 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.