Marketing & Growth
Referral Leads
A queue of incoming referred prospects so new opportunities are followed up quickly.
Where to access
Open Referral Leads from Marketing.
Related
How it works
- See new referred leads as they arrive, with a badge for new ones.
- Review each lead's details.
- Follow up to convert the lead into a customer.
- Track which referrals turn into business.
Tips
- Speed wins referrals: the faster you respond, the more you convert.