Can I search by referral?SOLVE
Jul 7, 2017 12:04 PM
We work with many affiliates who send us clients and they always contact us for updates on clients that they have sent to us. Is there an easy way to search by "referral" so I can pull up all the clients they have sent us?
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Jul 8, 2017 10:17 AM
If your list of referrers is manageable, you can create a dropwdown property so that your sales team can easily click on the referrer name. If you have too many referrers to create a dropdown, you will need to establish some sort of convention for entry so that you can easily filter later.
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