Managing Referral Information
I'm working with a client that has a roofing company and they go door to door at times to sell to customers. They offer a rebate or incentive for referrals from one client to another and I'm trying to see how everyone manages this in pipedrive? Of course we can do simple notes but, I'm hoping someone has a better solution? I thought maybe using a custom "contact" field so the data connects well however, this would mean each customer could only refer 1 other customer. Open to thoughts and ideas . Thanks in advance!