- Client was referred by another customer
- Client was referred by a marketing campaign
- Client was referred by something or someone else
The first two options allow you to select a client or marketing campaign from your lists. The last option gives you a blank text field to type anything you want.
You can set up marketing campaigns in the just released Customer Relationship Manager (CRM). To learn how to use the CRM we encourage you to watch the video tutorial that will step you through the current functionality of the CRM and how to use it. Don't forget to setup your email accounts so you can use the email marketing that is built in to the CRM.
Check back soon for reports that will give you an idea of where your customers are coming from.
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