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Tracking referrals

Here's how to track referrals:

Using the relationship tool:
  • Not sure how to create a relationship? Learn how to here.
  • Relationships allow you to track additional detail for a connection, and will appear on both linked contacts.
  • This option may be best if you'd like to include more info within the description, like "Chris referred his good friend Tyler."
Using a custom contact link field:
  • Not sure how to create a custom field? Learn how to here.
  • Custom contact link fields allow you to track a specific type of connection. The field name will appear on the contact that was referred, but the referrer will only show that they are connected.
  • This option may be best if you only need to know who referred someone, or if you have contacts that refer a lot of people to you.
Next up:
Refer, network
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