Hey all,
Is there a way for us to view who referred that person on their screen? For example, if Mr Jones referred Ms. Smith. I'd need to be able to go to Ms. Smith's profile and view that reference there. So when I make a follow-up/call all the notes to reference are there.
THANKS for listening!
WOM Leads
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- Posts: 25
- meble kuchenne Mikołów Knurów Czechowice-Dziedzice
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- JohnB
- Support Team
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- Website: www.allprowebtools.com
Re: WOM Leads
Hello,
Here is a video showing how you can track relationship downlines in your CRM. In the case you described, this would allow you to see the relationship between Mr. Jones and Ms. Smith on either of their CRM records.
Please let me know if this does not meet your needs!
Here is a video showing how you can track relationship downlines in your CRM. In the case you described, this would allow you to see the relationship between Mr. Jones and Ms. Smith on either of their CRM records.
Please let me know if this does not meet your needs!
- Rosie2259
- Posts: 16
- Joined: Thu Nov 05, 2015 2:48 pm
- Website: www.taxanista.com
Re: WOM Leads
We have a client who has referred more than 15 people to us. On the downline, we can only see some. The rest are blocked by the Account Insight box and I can't move it.
I can't seem to find a way around it.
Help!!
I can't seem to find a way around it.
Help!!
- JohnB
- Support Team
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- Website: www.allprowebtools.com
Re: WOM Leads
Could you provide me with the id number of the contact you are talking about?
- Rosie2259
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- Website: www.taxanista.com
Re: WOM Leads
Contact ID is 189.
Thank you
Thank you
- JohnB
- Support Team
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- Website: www.allprowebtools.com
Re: WOM Leads
Thanks for the example! I'll make sure we look into this for you and I'll post again when I have more information!
- JohnB
- Support Team
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Re: WOM Leads
I have some more information for you on this!
First, I would like to say congratulations for having such strong referrals. AllProWebTools didn't really expect any one person to refer that many people, and as a result the chart goes wider than the screen.
We are working to fix this, and will have it addressed in one of the upcoming versions!
First, I would like to say congratulations for having such strong referrals. AllProWebTools didn't really expect any one person to refer that many people, and as a result the chart goes wider than the screen.
We are working to fix this, and will have it addressed in one of the upcoming versions!
- Rosie2259
- Posts: 16
- Joined: Thu Nov 05, 2015 2:48 pm
- Website: www.taxanista.com
Re: WOM Leads
Thank you for the update.