Who moved my referral?
Tracking referrals in ConnectWise Manage? You may have noticed this has been moved, or you may not know this even existed. Knowing who referred a prospect should be a big item within your sales process, so it makes sense that we should be able to easily track this right? To add a referral to your open Sales Opportunity: Select the Contact Tab. Select or add the referral as the contact. Under Email, select the check