Answered Product Enhancements

Improvement to influencer/referrers

The majority of our referrals come from businesses. We report to these referral sources with updates on where the referral is up to. As a result, it would be great for a company to have an influencers/referrals tab whereby we can see all of the referrals from that company.

The process of adding in a referrer (as well as nominating an influencer) is a bit cumbersome as it requires you to create a client when they are not actually a client (rather a referrer).  If i receive a referral from a new source, i need to go in and create the adviser as a client and then go and create the prospect. It would be great if the prospect wizard allowed for the creation of a new referrer at the same time as a prospect.

If a client refers a friend you have to manually change the existing client to an influencer in order to have them noted as an influencer. Would it not be easier if a client automatically becomes an influencer once they have made a referral to you?

0

Comments

1 comment
  • Official comment

    Hi Brent,

    In our latest release you can now classify prospect people as referrers and/or influencers. We've included this enhancement in our release notes here : https://www.practifi.com/blog/practifi-chardonnay-release-notes/ 

    We've had a few requests to qualify all referrers as influencers, I think it would be a good optional enhancement as we have other clients that want flexibility here and may tag influencers who may or may not contribute to direct referrals. 

    Thanks! 

     

    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post