A Referral Source can be captured against clients to track the productivity of referral relationships, as well as referral bonus arrangements if these are in place.
Creating a Referral Source
The source of the referral can be a variety of options:
- Professional Adviser – you can link the PA to the client on this screen as well as the Professional Adviser
- Another Client – you can link the referring entity to this entry for record keeping/referral arrangements with existing clients
- Other – this may be through your website, word of mouth or other (this drop down list can be edited through Settings > Customise Screens > Custom Fields
Apply a Referral Source to a Client
The Referral Source is captured against a client through Basic Info > Referral Source
Searching for Referral Sources