In advance, I’m brand new - thank you for your help.
We have new leads/prospects who have not converted to a Matter. Referral sources are added to the original entry of the new lead if available. When I get the task to send a thank you note to the referral source, I can’t find the referral source information on the lead/prospect. Where do I find it?
+1
Hello Tina,
The Referral/Referral source is in the Info section of both a lead and a matter. You can also get a report of all referrals and referral sources across your leads and matters.
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