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Referred By Field

Copper Contributor
Posts: 57
Country: Canada

Referred By Field

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?
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Referred By Field

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.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 57
Country: Canada

Re: Referred By Field

Is it possible to still sort the opportunity with the referred field in the contact area?
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Referred By Field

If it is a contact based report with an opportunity subreport, yes. If it is an opportunity based report, no.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 57
Country: Canada

Re: Referred By Field

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