Referral Feature - Confirmation

Mrs. Christina Hawkins

May 11, 2017 17:09

I would love to get a referral confirmation. Would like it to tell me that the person receiving my referral has got it and maybe some kind of action that was taken? Called, emailed, meeting. At minimum an indication that they received it.

2

• Official comment

  

  Jeremy Walsh

  May 16, 2017 17:57

  Christina,

  This is currently able to be done in the full web experience through the referral tracking sheet:
  https://bniconnect.zendesk.com/hc/en-us/articles/219067607-Referral-Tracking-Sheet 

  We have some similar requests to add this type of functionality in the app and think it would be helpful to be able to follow up on the referrals as well!  Thanks so much for the suggestion, we have it "on the list" for future prioritization!
• 

  Mrs. Christina Hawkins

  May 17, 2017 19:19

  I see it. Thank you.

  I was referring to a confirmation. This just says that it was recorded. I don't know if the other person actually received it. I am not sure I'd want be required to provide what action was taken, just a note that the person did get it. Maybe a little 'open email icon' confirming it was read.

  For example, if I send an email through my CRM, I can see the other person has at least opened it and it was not lost in junkmail.

  -1

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