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mb02
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Member since ‎Nov 17, 2020
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sgagliano on April 11, 2019
Contact "referral source"
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 read more
Reply Discussion Contacts & Companies
8 upvotes
18 Replies
mb02
Participant
November 17, 2020
Hey Dan, this has worked a treat for me as a workaround. Fingers crossed HubSpot will build a referral source solution in, but for now this will ...read more
stevenplapp on December 18, 2017
Linked Referral Sources to Deals - Just like Contacts
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 read more
Reply Idea Sales Reporting
81 upvotes
28 Replies
mb02
Participant
November 17, 2020
Yes please, my business is built around looking after my clients and asking (bluntly) to refer their friends, family and colleagues to me. I woul...read more
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