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Referrals

New Member
Posts: 3
Country: United States

Referrals

I posted this as a previous post but was unable to solve the problem. I am trying to track my referrals from real estate agents. I need to be able to track the number of referrals per each agent, the dates that agent referred me, and be able to narrow my search by a given period of time. I tried what was suggested in a previous post (http://community.act.com/sage/board/message?board.id=ACT&message.id=29828&query.id=903470#M29828) but was unable to get this to show me multiple referrals from one agent. Only the latest referral would show up. Any help is greatly appreciated.
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Referrals

Perhaps using an Addon like TopLine Designer to create a custom referrals table on the contact record is the way to go...

 

This will let you have as many referrals per agent as needed and also let you create as many fields to describe the referral as you want...