How do I set up a customer referral relationship?

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ANSWER

Various other relationships can be set up too. Click on the article in Additional Resources below to view.

  1. Go to Clients>Type name of client> Click Search>  click on the client name
  2. Open the customer's Profile screen
  3. Click on Relationships to open
  4. Click on 'Assign'
  5. In the Lookup bar, type in the name of the customer who referred/ was referred by the customer from Select a Client
  6. From the drop down on the far left, Select either 'x Referred y' or 'x was Referred By y' as appropriate                                               
  7. Click on Add Relationship to save
  8. From the customer's Profile screen, you may now view the relationship for either customer under Relationships

ADDITIONAL RESOURCES

Request a Product Feature

 










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