Referral Leads

Steps

1. See new referred leads as they arrive, with a badge for new ones.
2. Review each lead's details.
3. Follow up to convert the lead into a customer.
4. Track which referrals turn into business.

Tips

• Speed wins referrals: the faster you respond, the more you convert.

Related guides

• Referral Program Turn happy customers into a growth channel with a structured referral program and rewards.
• Referral Campaigns Promote your referral program with targeted campaigns that ask happy customers to spread the word.
• Client Directory The central directory of customers with addresses, contacts, grouping and tags, connected to their pools, routes and billing.