Log a Referral WITHOUT Creating a Lead first
Does anyone know if there is a way to log a referral without logging a lead first?
Seong Bae wrote 1 year ago
Hi Maggie,
Not at the moment. Each referral must have at least lead name attached to it. Rest of the fields (email, phone, company, etc) are optional.
Seong
Maggie Wille wrote 1 year ago
Thank you!
Andrew Lederman wrote 1 day ago
is there a way we can change that so people can include repeat business without needing to do a new lead each time?
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