Summary
This article describes how you can easily track customer referrals in SalesPRO. This process is broken down into three steps: Adding Referral Methods Types, Selecting Referral Methods, and Running Referral reports.
Instructions
Adding Referral Methods
- From within SalesPRO, go to Maintenance>Manage Lists>Referral Methods.
- At the bottom of the Referral Methods window, select New.
- Enter the name of the referral type, e.g. Home Show.
- Click OK to save your changes.
- You can add as many different referral methods as desired to this list.
Note: You can also create referral methods by importing them. Click on the box with the drop-down arrow, and select Import.
Selecting Referral Methods in the Customer Record
- When adding or editing a customer, navigate to the Details 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 method.
- Click OK to save.
Selecting Referral Methods in Order Entry
- When adding or editing a Quote, Sale or Order, navigate to the Installation/Other Tab.
- Under the heading Other you will see "Referral method:".
- Use the drop down menu to select the appropriate referral method.
- You can put more specific information for this referral in the second space. (For example: If the referral method is "Friend", then the Friend's name can be entered into the second field.)
- Click "Save" to save the changes to your Q/S/O.
Running Referral Reports
- Select the Reports tab at the top of your screen.
- Select Sales & Orders.
- Scroll down the column until you see Referral Summary.
- Click on that report to run it.
Applies to:
- SalesPRO Software