Log a Referral WITHOUT Creating a Lead first - Business Referral Tracking App

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Maggie Wille posted 2 months ago in Referral Group Best Practices

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 month 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 month ago

Thank you!

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