Browse
 
Tools
Rss Categories

Add a Client to a Marketing Campaign as a Referral

Overview

To properly run your business it is important for you to know if your marketing campaigns are not only bringing in customers but also sales.  Adding a marketing campaign as the referral for a client will help you track that important information.  

How to Create/Edit a Marketing Campaign

Click here for a tutorial on how to create or edit a marketing campaing

How to Select a Marketing Campaign as a Referral for a Client

  1. Create or edit a client, prospective client, or lead
  2. Click the Referral menu option
  3. Click the Client Referred By Marketing Campaign menu item
  4. Find the marketing campaign that is the referral

How to View The Referral Source for a Specific Client

  1. Edit a client, prospective client, or lead
  2. If the client has a referral assigned to them it will be under the Referral Header
  3. Note: If the client does not have a referral assigned to them the referral header will not be visible.

How to View a Summary of the Referrals

  1. Click on Clients
  2. Click on the 'Reports' tab
  3. Click the 'View Referral Summary' button