With SPORTRICK you can manage referrals.
To add a referral open the profile of the person who is going to refer the potential client, click on Info -> Referral -> Add and fill in the following fields:
- name
- last name
- gender
- phone number
- notes
Once the person has been added, it is possible to perform the actions listed in the drop-down menu that will show up after clicking on the arrow next to the detail button:
The status of a referral can be:
- added: referral added but yet to be confirmed
- confirmed: the name has been linked to a user profile
- cancelled: unverified contact (wrong details)
The name of the customer who referred a friend will be visible in the user profile of the person who has been referred.