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Client Management

Set up referral sources

Record the sources that bring new clients to your firm, helping you measure the effectiveness of your marketing efforts.
On the
Referral Sources setup
 screen, you can record external sources that bring new clients to your firm, such as advertising campaigns, news articles, and other miscellaneous sources.
Don’t enter firm staff or existing clients and contacts as referral sources — you can select those from separate lists when you enter referral information.
Tracking referral sources helps your firm measure the effectiveness of its marketing efforts, and identify unexpected sources that may merit additional resources.
note
You can access this screen only if your firm is licensed for the Client Management module.
To set up referral sources:
  1. Go to
    Setup
    Client Retention Descriptions
    Referral Sources
    .
  2. On the
    Referral Sources setup
     screen, select
    Add
    .
  3. In the
    Description
     field, enter a description of the referral source, such as “Yellow Pages Ad”.
  4. Select
    Enter
     to save the referral source.
After you add referral sources, they become available for selection on the
Main
 tab of the
Clients
 setup screen when you select
Referral Source
 in the
Referral Type
 field.

This article applies to:

  • Product: Practice CS
  • Subject: Clients