Tracking Transactional Referrals vs Relational Referrals

Ms. Alison Milioto

May 25, 2021 01:26

This suggestion is for entering in Referrals through BNI Connect (web based or mobile)

It would be very beneficial for me and others I have spoke to, if there was a toggle button to select if a referral was “Transactional” or “relational” in nature.

This helps me as a business owner know the types of referrals we are getting as well as when receiving a referral I know how to approach them.

This could be a simple check box like we have inside vs outside; there could be transactional vs relational.

1

• Official comment

  

  Jeremy Walsh

  June 04, 2021 15:53

  @alison - Thank you for the suggestion. This is on our master list of feature requests for future discussion and consideration. We will add your request as a "vote" for prioritization. Hope this helps and have a great weekend! 

Please sign in to leave a comment.