Creating a Referral Rep/Company on forms
Hello Pipedrivers. Long time lurker, first time poster.
In addition to direct sales, we are also receiving referrals from multiple partners who we need to track to compensate when sales are won. Right now we have separate webforms for each company with the data fields to identify the rep. But since they are data fields, we aren't able to do some things.
My question is how could we have the lead form add the referral company (as an organization in contacts) and the referral rep (as a contact tied to that organization). My thought is that if they are a contact tied to their referrals then I can:
1. Include them in workflow intro emails
2. Track all activities for all referrals by their contact
3. Pivot reporting to what they have generated
Thank you in advance for any help or ideas!