I keep a track of all business passed and received on an excel spreadsheet however fear that many BNI members aren’t thanking others for business passed.
i think it would be helpful if we could set up colour coding - therefore when members searched through referrals received they could track the progress easily. If the business has been done then the member thanks for the business so that referral turns green. Those referrals outstanding remain yellow for instance, then any referrals not progressing turn red.
Hopefully this would be a useful way for members to more easily track referrals and ensure business is thanked for.
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