The ‘Previous Referral Type’ field has been added to the Referrals List page. It is next to the ‘Referral Type’ field. This new field will allow you to record what the previous Type was and store it with the record.
Say you have a “BMA” which changes to an “In-List”, and later you’ll want to run a report that shows how many records that started as a BMA turned into a different type of sale. Now you can track those changes with the new ‘Previous Referral Type’ field.
A new ‘Previous Referral Type’ (Advanced) report will be available soon.