Build your Referral Tree

When you are adding contacts to the database, you will want to keep track of who is referring whom. You set up the referral relationship at the time you are adding the contact to the system (you can also do it later). So when you are adding Anna Clark, you will want to tell the system that Anna was referred by Bill Hunt.  

Click Add Contact and fill in the information for the new contact.

Click Choose Contact in the Referred By section. Select the contact (already in your database) who referred your new contact from the drop down.

Save this contact record when you are done entering all the info

Then your referral tree will automatically update and looks something like this: