In this setting, you can add or delete the choices for "Referrals" on the lead. Examples: Google, Facebook, special event, Direct Mailing. With this information, you can track what marketing works best for you and your company.
Knowledge Base
Getting Started
Leads
Contracts
Quote Pages
Emails
Quickbooks
Calendar
Customers
Reports
Settings
Rental Inventory
Delivery / Routing
Workers
Website Integration
API
Taxes
Sales CRM
Surveys and Testimonials
Locations
IO Phone
Blog
Pricing
Embedded Documentation
Dashboard
Payments
Account
Subscription
Best Practices
Related Articles
- Settings - Update/Change Logo
- Settings - Promotions and Fees
- Settings - Black-Out Dates
- Settings - Optional Fields (More Notes and Fields for Leads)
- Settings - General Preferences
- Settings - Referrals
- Settings - Surfaces
- Settings - Optional Fields
- Settings - Statuses
- Settings - Alerts Center
- Settings - Display Order
- Settings - Languages
- Settings - WordPress
- Settings - Referrals
- Settings - Automations
- Settings - Filters
- Settings - Import Files
- Settings - General Preferences
- Settings - Distance Charges
- Settings - Account Preferences
- Settings - Profit/Cost Tracking
- Settings - Insurance Report
- Settings - QR Code Generator
- Settings - Reviews
- Settings - Autosave
- Settings - Automations - Sending Postcards
- Settings - Timeslots
- Settings - Promotions and Fees - Damage Waiver
Properties