Linked Referral Sources to Deals - Just like Contacts

What’s hilarious is they have an entire blog write-up on “how to build a customer referral program”.

Item #9: “Setup Tracking” From Hubspot themselves:

Regardless of the size of your company (though this is especially relevant if your company has a larger customer base)

you need to have tracking set in place

. :joy:
This will ensure that you don’t miss one detail — for referred accounts especially. You should be tracking:

  • Who was referred and who referred them

Good advice Hubspot…can you recommend a CRM that tracks referrals? :roll_eyes: