Nathan Kull posted 3 weeks ago in Referral Group Best Practices
Revenue without Referral
We are really struggling with the inability to log revenue without referrals being created. Really wish we had more flexibility to report things without prior pre-requisites being met. Our members may have ongoing business with other members, but having to log a referral every time just doesn't make sense nor is it efficient (for example, someone who cuts hair for group members).How are the rest of you handling this? Do you really log leads and referrals for every transaction?
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