Version: current

Referrals Reports

Referral Reports

The referrals reports are a great way to track the success of your marketing efforts and guide your future marketing focus.

Go to: [Activities & Reports] -> [Referrals]

Reports Referrals

Reports are filtered by: Dates, Customized Dates.

The referral method report show all your referrals by type.

  • Click the View Transactions to see a details list of referrals.
  • Click individual sections of the pie graph to details related to the specific referral method.
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