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?