Client Referrals by Employee |
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Client Referrals by Employee |
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Client Referrals by Employee |
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Client Referrals by Employee |
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This report shows referrals made by employees, as well as the referred client. Referrals must be entered on the new client's profile to show in this report. This report is helpful to find customer names if you offer an incentive to employees who make referrals.
Options Include:
| o | All Dates or Date Range Selection |
| o | All or Single Referring Employee |
This report displays the following information:
| o | Referring Employee |
| o | Referred Client |
| o | Initial Visit Date |
Report Example:
