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Module for tracking referrals?

By
Mark Daniels
on 1/15/14, 4:44 PM 1,081 views

Hi,

Does anyone know if this is built in or if there is a module to track referrals? I was just thinking on the customer screen to have a drop down that says Referred By: that would present you with a searchable list of all existing customers. It would also be good to have a report that shows everyone that has been referred by a certain customer and how much each company has purchased for that month, week, or year before taxes so a referral commission could be paid to a customer not an employee.

Thanks!

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Asked: 1/15/14, 4:44 PM
Seen: 1081 times
Last updated: 3/16/15, 8:10 AM