Replies posted by Eric B.

2 Replies

Katharine
Beginner
KatharineBeginner
asked in Ask a Peer

How track client source

Katherine - I am not sure if you found a work around, but we have created Groups under contacts. For example ABC Referral Source - then connect the clients they referred to that group. even if you have a client group (multiple entities) you can tag multiple groups, so you can have the reporting you need. Hope this helps 

7
Eric B.
Beginner
8 months ago
Katharine
Beginner
KatharineBeginner
asked in Ask a Peer

How track client source

@Katharine  It looks like it’s been a year since you asked this. I am shocked there aren’t dozens of firms asking this, too. 100% of our new clients are referrals. We have cultivated these referral sources over the years and have always been able to identify and analyze the best/worst referral sources (clients or outside) Have you come up with a searchable solution? 

7
Eric B.
Beginner
8 months ago

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