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Referrals - selecting contacts as referrals

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New Member
Posts: 6
Country: United States
Accepted Solution

Referrals - selecting contacts as referrals

Assigning a current contact as a referral to a new contact.

 

How do I configure a new referral drop down to populate with all the current contacts?  Or something to that affect so I can track referrals and create reports...If I can't are there any addon's I can purchase?

 

Thanks

 

 


Accepted Solutions
Solution
Accepted by topic author john8947
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Referrals - selecting contacts as referrals

Only a basic one.

 

From within the relationships tab you can right mouse click and "Print Relationships"

Trevor Lever

UK - ACT Certified Consultant
www.actpartners.co.uk
trevor@actpartners.co.uk

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All Replies
Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Referrals - selecting contacts as referrals

If you have ACT 11.1 update then you could use the relationship tab to track which contacts have referred or introduced you to other contacts. Just create a relastionship type of referred to: and referred from:
Trevor Lever

UK - ACT Certified Consultant
www.actpartners.co.uk
trevor@actpartners.co.uk
New Member
Posts: 6
Country: United States

Re: Referrals - selecting contacts as referrals

Thanks.  Is there a preconfigured report for that?
Solution
Accepted by topic author john8947
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Referrals - selecting contacts as referrals

Only a basic one.

 

From within the relationships tab you can right mouse click and "Print Relationships"

Trevor Lever

UK - ACT Certified Consultant
www.actpartners.co.uk
trevor@actpartners.co.uk