Referral Source/Person

Holly Feldman

We need a effcient way to pull up clients we have from a particular referral person. I have tried adding the referral person to the "particpant" section however this cause interferance with our rot dates. When contacting a lead, it clears the rot deal for ALL leads from that referral source.

Amit Sarda (AmitSarda.xyz)

Add a custom field for 'person' and a single-option field for source.