Referrals Received Tracking

Mr. Matt Fanslow

June 03, 2020 17:06 Edited

If a referral is submitted via the app or website, you should be able to track them, verify that it turned into sales or not, maybe even rate the referral itself.  It would also help with TYFCOB.

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• Official comment

  

  Jeremy Walsh

  June 05, 2020 18:26

  @matt - Happy Friday to you! This on our master list of feature requests for future discussion and consideration. We will add your requst as a "vote" for prioritization. Hope this helps and have a great weekend!
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  Ms. Sanchita Singh Roy

  June 16, 2020 04:22

  Plesant Sunshine Jeremy,
  It's my pleasure to follow your BNI University recorded sessions and other available resources.My name is Sanchita Singh Roy a Fashion Designer by profession , started my BNI journey 5th June"2019 Delhi Gurgaon ( Influencers Chapter )
  My question- Received a Referral from fellow member wherein I want to thank the Given member and update the follow up status in terms of conversion via e-mail, Could this be done through app itself, if yes how please guide.
  Thank you in advance. Warm Regards SAANCHI by Sanchita

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  Mr. Matt Fanslow

  June 16, 2020 16:01

  @jeremy - Thanks for the response.  I see Connect has added it.  Hopefully, it's going to get a little more work done to it, but that's definitely the premise I had in mind.  Most of the comments fields are blank, which could be the referrer isn't filling it out, but maybe in the app force a comment for tracking purposes.

   

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