Hello, We want to set up a refferal tracking system. So we want to be able to link multiple contacts (reffered members) to a particular referree member (member that reffered others). I am a little lost on how to do this, the only idea I have is cre read more

I am trying to find a deal through a form submission so I can push a deal down a pipeline. So when someone fills out a form, (lets say the identifier is first + last name) It will go through the deals in a specific stage in the pipeline. Ideally read more