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Link contact to another

Scenario: my customer MARIO send to me a lead to call, named GIORGIO.
When I create a new contact in the CRM, in the property SOURCE, I would select REFERRAL and link him (in a correlated box) with an existing contact in the CRM, in this case --> MARIO .
This option could be interesting to thanks the referral in a aoutatic way and, p.e., for a reference payment.
Sorry for my english and thanks for your job.
Ramon

1 Reply
NF
Regular Contributor

Very good idea. We had the same problem. We ended with adding a separate text property which isn't good enough.
I would have liked to expand this idea and add a new data type (just like text, date, number...) that will be a contact. This way you will be a to connect between contacts (in case of referrals, husband and wife, parents and kids etc.).