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