Need to keep track of Offers?

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.

One Response to “Need to keep track of Offers?”

  1. Deborah Knight Says:

    Great idea. I have been using a paper form for years….this is so much tidier 🙂

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