Lead Source on Trips and Client Profiles | Voters

Lead Source on Trips and Client Profiles

live

Sapphire Octopus

Trying to track where our leads are coming from. There is no way to do this right now.

Jacey Jones

Merged in a post:

Add a new field to trips to select: Repeat Client, New by Referral Client or just New Client

Sapphire Octopus

This would be helpful to track where our business is coming from.

October 31, 2024

Kristen Salinas

marked this post as

live

You can now track 'Referred By' on client profiles!