Build your Referral Tree

When you are adding contacts to the database, you will want to keep track of who is referring whom. You set up the referral relationship at the time you are adding the contact to the system (you can also do it later). 

 

Follow these 2 easy steps to track your referrals - and referrals of referrals all the way through the tree! Nurture these relationships to grow your business.

 

1. Click Add Contact and fill in the information for the new contact. Click Referred By and select the contact (already in your database) who referred your new contact from the drop down.

 

2. Save this contact record when you are done entering all the info and your referral tree will automatically update and looks something like this:

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