Assigning A Contact Name to a New Lead as the Referral Source

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BGreeriii
BGreeriii Member Posts: 6
Photogenic First Comment

I want to connect my contacts to the lead source that gave me their name. Is there a way to designate a field to select an existing contact as the lead source for a new contact I have received?

I want to be able to see who has helped me most expand my network.

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  • Brand2
    Brand2 Member Posts: 42
    5 Likes Name Dropper First Comment First Answer
    edited January 3 #2 Answer ✓
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    Add a custom field in organization. Make custom title. Use "person" in the dropdown. You should be able to then use the filter features to make a custom filter.

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  • BGreeriii
    BGreeriii Member Posts: 6
    Photogenic First Comment
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    Thank you.

    To customize a field I am assuming I need to be a full paid member? I dont see where I can add the custom field.

  • Brand2
    Brand2 Member Posts: 42
    5 Likes Name Dropper First Comment First Answer
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    You get custom fields on all levels of membership.

    Click on an organization...By details you will see Customize fields to the right...scroll down and you will see add a new field.

    You can also do it via settings...data fields.

  • BGreeriii
    BGreeriii Member Posts: 6
    Photogenic First Comment
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    I found the custom field area. Thanks.