The Referral Sent KPI tracks referral activities created for B2B contact types in Accountable CRM. When a user creates a referral sent activity for a B2B contact, the activity is automatically updated and displayed in the My KPI page. This allows users to monitor referral outreach performance, track engagement activities, and measure referral generation efforts efficiently.
Note: Referral Sent is an activity specifically applicable for only B2B contact types.
How to Set Goals for Referral Sent :
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Referral Sent in the My KPI grid table.
To Set a goal for Referral Sent , 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 Referral Sent Goal column in B2B section.
Note: Click the edit icon to edit the goals.
How to Create a Referral Sent Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
In activity popup, to select the Referral Sent check box in the B2C consumer section. Choose the contact or create new contact and click the save button.
Once the Referral Sent activity is created, The data will be reflected in the Referral Sent This Month column in the My KPI grid table.
Click on Referral Sent row to view the detailed list of Referral Sent records.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support