Do you have a need to keep track of Offers being made on a certain referral? Now you can do that!
A new link on the left side of the Referrals List page is “Offers”. Like the other links for specific referrals, select the referral and click the link. A new form and reports are being written to allow you to view the referral records and Offers made.
ReloSpec411 
August 25, 2014 at 12:19 pm
Great idea. I have been using a paper form for years….this is so much tidier 🙂