Referrers are customers who refer other clients to your business. You can add their names to client profiles and run reports to see a list of all your top referrers. Follow the steps to get started:
- Click Reports at the top of the screen.
- Select Customers on the left side of the screen.
- Enter the name of the Referrer in the field under Mail/Address/Ref.By/Gen.Tag/Name. Then click Run Report.
Filtering a Customer Report by Referrer
1. Click Reports at the top of the screen.
2. Click Customers on the left sidebar under Customers.
3. In the field under Mail/Address/Ref.By/Gen. Tag, enter the name of the Referrer.
4. Click Run Report.
5. You can see the name of the client as well as his or her Referrer.
6. Click Export to export the report to an Excel or PDF. Click Print to get a paper copy.