Summary
This article describes how you can easily track customer referrals in Solatech. This process is broken down into three steps: Adding Referral Types,Selecting Referral Types and Running Referral reports.
Instructions
Adding Referral Types
- From within Solatech, go to View>Other>Referral Types
- Using the drop down menu, select New
- Enter the name of the referral type, i.e. Home Show
- Click OK to save your changes.
- You can add as many different referral types as desired to this list.
Selecting Referral Types
- When adding or editing a customer, navigate to the Additional Tab
- On the right hand side of the Edit Customer window, you'll see Referral
- Use the drop down menu to select the appropriate referral type
- Save and close
Running Referral Reports
- Select Reports>Reports Center
- Select Sales from the left hand Category column
- Scroll down in the right hand column until you see the heading Sales by Referral
- Run the desired report
Applies to:
- SWCS 4.2