Your Referral Tree

Shows how the Referral Tree is automatically created.

Video Transcript:

With the Referral Tree, you can actually see your referrals in a great, easy to understand format. You can find the Referral Tree in Reports, here. Here’s how the Referral Tree works.
Everyone who has referred clients to you will be listed here.

Here’s a simple example where Joseph has referred Dorothy to you.
In this example, we see that Brenda referred Michael to you, then Michael referred Matt and Matt referred Rebecca.

Building your database by referral is a powerful concept. Here’s an example where Connie just referred one person to you. But look what Christina has done for your business.

The Referral Tree is built automatically. When you’re adding a contact to the system, select the person in your database who referred this contact to you.

By the way, by typing the first letter of the referring contact’s last name, you can jump right to that section. That’s all you have to do. The system will do the rest and keep your Referral Tree up to date.

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