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Tracking Referrers on a Profile

Keeping track of your referrals to better manage your business

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

Trail can help you to clearly identify clients who have referred you business, so that you can keep track, reward and update your referrers! It is important to be able to see which person has referred you a client, so you can keep them updated on any progress made.

In this article you will learn:

  • Ways to track Referrals

  • How to add a Referrer to a Profile

  • Referrer's profile - where to view referrals

Ways to Track Referrals

You may generate a majority of your leads and new business by word of mouth or by particular clients you have been loyal in referring you business.

In order to track referrals, here are a few key ways you can do this. You may use one or both to accurately reflect this in Trail:

  • Set a custom "Referred" tag as a Profile Source so that you can mark on the Profile level for the new client, how they were generated. Here is how to create this tag.
    You may then use this in conjunction with Advanced Filtering to report on e.g. how much of your business is generated by referrers.

  • Adding the referrer onto the new client's profile. This helps you to know exactly who it is that referred you the client. We'll explain this further in this below.

How to add a Referrer to a Profile

1. Go to the client's Profile

You can do this by using the search bar in the top right corner of the screen.

2. Click the green Add Contact button

This is found in the Contacts box, on the left-hand side of the Profile.

3. Select whether the referrer is a new or existing Contact

If the referrer is not in Trail, you'll need to select New Person, and then fill out some basic contact details. If the referrer is already in Trail, select Existing Contact, and search for the name of the referrer. 

4. Select the Contact's relationship to the Profile

In this drop-down box, you'll need to select Referrer

From here, you'll easily be able to see the details of the referrer while on that client's Profile.

Referrer's Profile

On the Profile for that referrer, you'll be able to see a list of all the clients that they have referred to you:

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