John N Garrett III posted 7 months ago in General

Referrals between groups

Soon our Networking Group will have two working groups. If group 2 does not have certain business but group 1 does, we would like the group 2 member to be able to refer business to a business in group 1. Is this possible currently in Chamberforge?

John Garrett
Seong Bae wrote 7 months ago
Hi John, Yes - you can track referrals between groups. When you create the second group, create an organization and make sure both groups belong to the same organization. Once that is done, there is a configuration for allowing inter-group reporting. When that is turned on, your members from both groups will be able to see each other. Let me know if you have any questions. Seong

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