How to use Referrals
You can record how a specific client was referred to you, by selecting the client and navigating to Manage> CRM Others> Referrals. Be sure to click "Save" at the bottom once you've entered the relevant information.
You can record how a specific client was referred to you, by selecting the client and navigating to Manage> CRM Others> Referrals. Be sure to click "Save" at the bottom once you've entered the relevant information.