How do I track how they heard about our service?

A very important piece of marketing is to know where your customers are coming from.  There is Referral field in the Address Book which allows you to track this information.

  1. Click the Address Book tab.
  2. Create a New Contact or or Find an existing customer.
  3. Click the Other tab.
  4. Enter the Referral field.
  5. Click OK to save.

To review an aggregate of Referrals, click View > Web Reports > Marketing > Referrals Report.

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