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PowerOn:
I believe that the Accounts' Relations tab can help here by letting you can link between different Accounts and setting the relation. You can use this option to track customer referral: When a customer A refer a potential customer B to you, open an Account for B. Visit the A Account, go to the Relations tab and click 'New' at the bottom left of the tab. An Account selection window will open, search for Account B and click OK. You should now set the relation between A and B: Define the relation in a way that you'll alway know that B was referred by A. When a relation is established it shows for both Accounts. If you'll visit the Relations tab of Account A or B you'll always see the link to the other Account. Hope this helps. Dina |
