Referrals Reports
Referral Reports
The referrals reports are a great way to track the success of your marketing efforts and guide your future marketing focus.
Go to: [Activities & Reports] -> [Referrals]
Reports are filtered by: Dates, Customized Dates.
The referral method report show all your referrals by type.
- Click the View Transactions to see a details list of referrals.
- Click individual sections of the pie graph to details related to the specific referral method.