Lead Source on Trips and Client Profiles
live
Jacey Jones
Merged in a post:
Add Lead Source to pre-built components in the forms so that it populates into the client profile automatically.
S
Sapphire Octopus
Since this is a profile field, it's important that the information should be saved and trackable.
Jacey Jones
Merged in a post:
Add a new field to trips to select: Repeat Client, New by Referral Client or just New Client
S
Sapphire Octopus
This would be helpful to track where our business is coming from.
Kristen Steele
marked this post as
live
You can now track 'Referred By' on client profiles!