John N Garrett III posted 1 year ago in General

Quality of Referrals

Is there a report or somewhere that I can go to see the quality of referrals given by an individual member (i.e. number of referrals given, how many or % were won and revenue/closed business)?
Seong Bae wrote 1 year ago
Hi John, You can go to member's detail screen and it will show all the referrals given and received by that member at the bottom. We'd be happy to add metrics to show the quality (% closed) on the detail screen if that is what you are looking for. Seong
John N Garrett III wrote 1 year ago
That would be excellent! Thanks

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