Track Referral Source back to Contact Records
Jan 4, 2020 4:16 PM
We recieve a ton of referrals from many sources. It would be nice to track these in the contact record with the source being simply "Referral" then a field that could link back to the referral contact source. Not sure if you can program or link fields to a table like contact records.
Thanks in advnace to any guidance or help!