Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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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:

  1.  Select the Contact Tab.
  2.  Select or add the referral as the contact.
  3.  Under Email, select the check box “Contact is a referral source.

 

 

 

 

 

 

 

 

 

 

 

 

Next, let’s report on our referrals:  Navigate to Sales > Sales Reports > Referral Report

  1.  Select department
  2.  Report by sales member, or leave blank to show everything
  3.  Select report range
  4.  Select Opportunity for “Sort on Field”
  5.  Select your sort order
  6.  How would you like this rendered?  PDF, Excelj, XML or CSV?
  7.  Run the report!

To automate this function, simply schedule this report using your sales cycle as the date range of the report.

Currently there are no triggers available for use within workflows.

 

 

 

 

 

 

 

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About Visionary 360

Visionary 360 comprises seasoned coaches specializing in the technology sector, particularly IT Service Providers, to enhance tool implementation with a financial focus.

As problem solvers who relish challenges, we delight in assisting individuals while enjoying the journey. Our client relationships are familial, and we take pride in witnessing their companies thrive. Witnessing our clients prosper is our greatest reward. To learn more about Visionary 360, visit our website at visionary360.com or schedule an introductory meeting to discuss your needs.

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