Entering whom the client has referred

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

Entering whom the client has referred

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

To enter whom the client has referred:

Open 3-6 Receivable Clients.

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

In the Referred cell, enter the client number of the client who was referred to your company.

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.

On the File menu, click Save.

Links to more information . . .

Setting up client lead sources

Setting up client mail lists

Entering by whom the client was 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.