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

BGreeriii
BGreeriii Member Posts: 5
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.

Best Answer

  • Brand2
    Brand2 Member Posts: 39
    5 Likes Name Dropper First Comment First Answer
    edited January 3 #2 Answer ✓

    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.

Answers

  • BGreeriii
    BGreeriii Member Posts: 5
    First Comment

    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: 39
    5 Likes Name Dropper First Comment First Answer

    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: 5
    First Comment

    I found the custom field area. Thanks.