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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 CampaignClick 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
- Create or edit a client, prospective client, or lead
- Click the Referral menu option
- Click the Client Referred By Marketing Campaign menu item
- Find the marketing campaign that is the referral
How to View The Referral Source for a Specific Client- Edit a client, prospective client, or lead
- If the client has a referral assigned to them it will be under the Referral Header
- 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- Click on Clients
- Click on the 'Reports' tab
- Click the 'View Referral Summary' button
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