Connecting client/agent contact cards to contact cards of people they refer
This could maybe even be done with the "relationships" feature. So whether it's an agent or a client, you could pull up their contact card and see everyone they've referred. This would be helpful for tracking both agent referrals and database referrals, and having a clearer view of who refers how many people, etc.
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LABS Team
shared this idea
You can choose a Contact as a Lead Source inside of Contacts! :)
