Referral Source/Person

Holly Feldman
Member Posts: 2 VERIFIED MEMBER

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.
1
Comments
-
Add a custom field for 'person' and a single-option field for source.
0