Prospect Referral Report

The “prospect referral report” is a fabulous tool for tracking all the companies and business associates that refer business to you. In order for this report to work; you need to enter the name of the referral into the “referred by” field while adding the prospect.

The name of the referral is added in the proper field and when the report is generated, a list will display “all” the names of the referred companies and business associates. Also displayed is the number of prospects for each referral. (Because the names of the referrals are typed into the fields by staff manually, spelling may differ for the same referral) Each name spelled differently will be displayed even though they may be the same company or associate with a slightly different spelling. The number next to the referral is displayed in red which means one has the ability to click the number and generate another report which will display the prospects contact information and status.

This is a fantastic report as is all the reports in the CasetrackerLaw system. For a complete over-view of the many reports, give us a call or visit our website. www.casetrackerlaw.com / 800-270-1197