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Referral Types are used to identify how your new clients were attracted to your business. For example did they find you through a web search, through advertising, word of mouth, etc.


By tracking the referral source of your new clients you are able to understand over time what methods of advertising your business are most effective.


In this section you setup the various types of referral so that you can monitor how your new clients were attracted to your business.


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Adding, Amending and Deleting Referral Types >

How to add, amend and delete referral types.


Where do I Apply Referral Types? >

Referral types are (optionally) added to each clients record.

How can I get a report of new business revenue by referral type? >

Overall business revenue and new business revenue is analysed by referral type in the Revenue report. 





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