opportunity referral tracking
An opportunity should have a field that is Referral and that referral should be able to be a linkable back to a contact. At the very least, the opportunity should have a fillable text box for a referral like a contac currently has. I carry around printed opportunity lists as they are my lifeblood as a sales person. It' would be very helpful to know who referred me to that opportunity.
Gregory Lopez
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Gregory Lopez
commented
I am surprised more people do not find this critical. Revenues from closed opportunities are either credited to me exclusively or partially, depending if it was from a referral in the office. This is helpful for revenue reporting.
This is also critical for a sales person to look back on a year and see where his successful closed business came from. That is where he/she needs to focus their marketing and networking attention the following year.