Referred By Field

[razjcz]

Why is there a "Referred By" field in both the Contact and Opportunities areas.  Would they not be the same and can they be linked?

[Roy_Laudenslager]

No, the referred by on the contact record would be for when you added the contact to the database. On the opportunity it allows tracking of the effectiveness of marketing.

[razjcz]

Is it possible to still sort the opportunity with the referred field in the contact area?

[Roy_Laudenslager]

If it is a contact based report with an opportunity subreport, yes. If it is an opportunity based report, no.

[razjcz]

I have a number of contacts with opportunities where I have entered the referal source on the contact screen.  Is there a report that I can get the opportunities based upon the referal from the contact?  If so where?

Thanks

Frank