Entering by whom the client was referred

Working with 3-Accounts Receivable > 3-6 Receivable Clients > Lead Management > Entering by whom the client was referred

Entering by whom the client was referred

In the Referred By window, you can note who referred the client to your company.

To enter by whom the client was referred:

Open 3-6 Receivable Clients.

On the Options menu, point to Referrals, then click Referred By.

In the Client cell, enter the client number of the client who provided a referral to the current customer.

In the Date cell, enter the date of the referral.

In the Sale (Y/N) cell, type Y if the referral resulted in a sale, or N if the referral did not result in a sale.

Repeat steps 3–5 for each referral.

In the File menu, click Save.

Links to more information . . .

Setting up client lead sources

Setting up client mail lists

Entering whom the client has referred

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.