Application from Referral in My KPI helps track applications generated through referrals. When an application activity is created from a referred B2B contact, it is automatically reflected in the My KPI page, enabling users to monitor referral-driven application performance efficiently.
Note: Application from Referral is an activity specifically applicable for only B2B contact types.
How to Set Goals for Application from Referral:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Application from Referral in the My KPI grid table.
To Set a goal for Application from 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 Application from Referral Goal column in B2B section.
Note: Click the edit icon to edit the goals.
How to Create a Application from Referral Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
In activity popup, to select the Application from Referral check box in the B2C consumer section. Choose the contact or create new contact and click the save button.
Once the Application from Referral activity is created, The data will be reflected in the Application from Referral This Month column in the My KPI grid table.
Click on Application from Referral row to view the detailed list of Application from 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