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19
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Answered

Referral Report

19
votes

Hi,

I'd really like to have a referral report to see which of my referral sources is performing better. I would also be able to track how much business is handed to me by a specific referral source and give that person/company incentive based on performance. 

Stats to show would be: number of client refferred as well as how much money made because of that referral source. Would be very nice to have a global report and a specific one with list of clients referred by specifi referral source.

 

thanks!

 

Alex

7 comments

  • Hey Alex,

    Thanks for your feedback! We really appreciate any ideas or suggestions you have and have shared your feedback with our development team. This isn’t something we’re currently working on, but we have loads of exciting features ready to launch over the next few months.

    In the meantime, we suggest exporting your Client List where you'll see a column devoted to referral types where you can then sort to see how many clients have come from where. 

    Partners can still cast their vote if they would like this feature built in the future.

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  • I would like to be able to have an automated referral report/system eg A report whereby we can see WHO has referred the NEW CLIENT so we can then email and reward the REFERRING client accordingly. 

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  • ^^ Yes to both of these things!

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  • I was just looking for this :)

     

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  • Excellent !!!

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  • I have exported my client list and there is not a column devoted to referral type.  Is there another option?

    Thank you!

    Susan

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  • Yes! Yes to all of this!

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