How can I relate one contact to another contact that referred it? Use case: 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 続きを読む

For any business generating sales from referrals, it is important to track who your referral sources are, by linking them to deals that they referred. Currently, there is no way to effectively link "referral sources" to deals. The current me 続きを読む