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MA020 - Referral Sources

This report will give you a list of how many referrals you've gotten per referral type.

Additionally, you will have information such as: Marketing Source, Client, Mobile, Email, Created Date, and Client Type.

With this report you will have information about your clients that possess or not possess all of the mentioned above.

Preview:

  • Marketing Source - The marketing source which brought the client to the business.
  • Client - The name of the client.
  • Mobile - The mobile number of the client.
  • Email - The email of the client.
  • Created Date - The date on which the client was created on the system.
  • Client Type - The type of the client for example, if it is a new client or repeating on.

 

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