Customer Referral Report?

AUTO1 · Post by **AUTO1** » Tue May 20, 2014 1:32 pm

Is there a way to generate a report for customers that referred new customers? We like to reward our customers that refer new people to us. Right now we are manually keeping track of this and it would be nice if there was a way to do it in Manager. I see there is a field to enter referrals in the customer tab but how do you retrieve that information?

timbre4 · Post by **timbre4** » Tue May 20, 2014 1:44 pm

I believe this is what you're looking for:

: seek.png (8.54 KiB) Viewed 3684 times

That report is populated by your clicking Referral -> Friend and then selecting the existing customer to create the relationship.

AUTO1 · Post by **AUTO1** » Wed May 21, 2014 4:23 am

Thanks Tim!
That's exactly what I was looking for!! I must have looked through the reports 10 time. I don't know how I missed it.

AUTO1 · Post by **AUTO1** » Wed May 21, 2014 4:35 am

Tim,
One more thing: How do you add/ change the type of "referred by" in the customer tab? We have some in there that I know we added but I cant figure out how to add more.

Jeff @ Able Auto · Post by **Jeff @ Able Auto** » Wed May 21, 2014 5:32 am

Customer screen...market...referral set-up...add. Took me a minute to find it.

timbre4 · Post by **timbre4** » Wed May 21, 2014 5:34 am

As Jeff says, go to the Customer screen:

: refer1.png (12.87 KiB) Viewed 3665 times

: ref2.png (7.16 KiB) Viewed 3665 times

Jeff @ Able Auto · Post by **Jeff @ Able Auto** » Wed May 21, 2014 8:13 am

Some day I will learn how to do screen shots

Customer Referral Report?

Customer Referral Report?

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