August 16, 2011
New Feature – Track Relationships & Referrals
Depending on your business, it might be important to track contacts who’ve referred business, or who’s related to who. We have added a feature to do just this. This feature wouldn’t have been possible without the wonderful suggestions and contributions from all of you!
Contacts as a Referral Source
Now your existing contacts can be tracked as referral sources. When adding a new contact, simply select “Existing Contact” from the Referral Source drop down. You’ll be asked to search for an existing contact, and once selected it will look like the screenshot below.
When opening this contact later, the referrer will appear in the relationship box as pictured below.
New Contact Referral Report
Create a report showing all your contacts who are referrers, and the people they have referred. Makes it easy to ensure you give your high volume referrers their proper kudos!
Track Family Relationships
Now you can easily associate family members using the relationship manager. Open the contact you want to add a relationship for, and scroll to the “Relationships” section. Choose what type of relationship you are trying to add, and search for that contact. Possible relationships include “Parent”, “Child”, “Spouse”, “Grandparent”