Contact "referral source"SOLVE
Apr 11, 2019 4:15 PM
How can I relate one contact to another contact that referred it?
If Jill referred me to Jack, I wanted to add a property "Referred by" that would lookup other contacts, and enter Jill as that value on Jack's contact record.
I want to add a custom property that is a lookup field of other contacts (that is apparently not available).
Solved! Go to Solution.
Sep 16, 2020 7:23 AM - edited Sep 16, 2020 7:25 AM
Hi @sgagliano ,
We also tried to figure this out recently and came to the same conclusion which @MFrankJohnson suggested. It's a little more manual but it is working for us. I put together a quick video which details how we set it up. I hope this helps.