Referrers are customers who refer other clients to your business. You can add their names to a client's profile and run reports to get a list of all your top referrers. To run this report, follow these steps.
- 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.
Let's get started!
1. Click Reports.
2. Click Customers.
3. 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 physical copy.