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Referred By This Help File Page was last Modified on 09/09/2013 |
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Referred By This Help File Page was last Modified on 09/09/2013 |
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Referred By
This Help File Page was last Modified on 09/09/2013
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Referred By This Help File Page was last Modified on 09/09/2013 |
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Referred By This Help File Page was last Modified on 09/09/2013 |
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| □ | Referrals are your best Leads, by far. Can you answer these questions? |
| • | Who was this Subscriber Referred By? |
| • | How do you track Referrals? |
| • | How do you reward Referrals? |
| □ | Referral Tracking starts with the Referred By Form which is available both on the Subscribers Form and the Prospect Form. |
| • | On the Subscribers Form, Select the Subscriber's General, or the Prospect's General Quick Access Menu and Choose Referred By. |
Referred By Form - Starting a new entry
| • | Identify the Source of the Referral: |
| • | Prospect - Click the Prospect button if the referral came from a Prospect. |
| ▪ | Click the Prospect Search button to locate the appropriate Prospect. |
| • | Subscriber - Click the Subscriber button if the referral came from a Subscriber. |
| ▪ | Click the Subscriber Search button to locate the appropriate Subscriber. |
| • | Referral Date - By default, Today will be entered. |
| • | Use the Drop-Down Date Selection Box to Choose a different Referral Date, if appropriate. |
| • | Comments: - Enter any Comments to clarify how and why this Referral was provided. |
| • | Save - Click the Save button to record this referral. |
| • | Cancel - Click the Cancel button to abort your entry. |
| • | Clear/Save - Click the Clear/Save button to remove the previously saved referral information. |
Completed Referral data - Referred By Form
| • | The Referrals Report provides a summary - within specified Referral Dates - of the information entered here. |