Referral Type List
Referral Types designate the source of customer traffic. Referral Types are entered in the Point of Success Order Entry system or in the Point of Success Office Manager system under Customer Entry.
Any source to be tracked and measured should be added to this list. The more detailed the list of Referral types, the more detailed and accurate the reports will be in monitoring and measuring the success of those sources.
The Referral Type is recorded during a telephone or counter conversation between the order taker and the customer. A field is provided in the customer's information called, "How Did They Find Us:" and a drop down list is provided for selection during order entry. The list that is shown for that field is the Referral Type list.