Advantage Anywhere has the ability to track your referrals and referral sources. Record a referral in a note and listing the referring party and their referral type. Referrals can then be reported on in 3 ways: by navigating to the contact record and clicking on the connection icon to show referrals provided by this contact or by running a referral report showing the referrals and referred parties in a date range or run a report showing top level groups like professional referrals in total or to a specific type of professional referral. Watch the video to learn more (Approx. 5 mins):
Video: Referral Source Tracking and Reporting
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