In Accountable CRM’s KPI section, the Each time this Asked for Referral activity is created, it is automatically reflected in the My KPIs section. This KPI helps monitor referral efforts over a selected period, providing clear visibility into outreach performance and potential growth opportunities.
Note: Asked for Referral is an activity specifically applicable for only B2C contact types.
How to Set Goals for Asked for Referral :
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Asked for Referral in the My KPI grid table.
To Set a goal for Asked for Referral, you can click the “Set Goal” button located at the top of the My KPIs section, and add your goals there.
Once you add the goals it will reflect in the Asked for Referral Goal column.
Note: Click the edit icon to edit the goals.
How to Create a Asked for Referral Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
In activity popup, to select the Asked for Referral check box in the B2C consumer section. Choose the contact or create new contact and click the save button.
Once the Asked for Referral activity is created, The data will be reflected in the Asked for Referral This Month column in the My KPI grid table.
Click on Asked for Referral row to view the detailed list of Asked for Referral records.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support