What are referral Ids and how can i use them to track my leads and jobs?

Referral IDs allow you to track where your leads and your customers are coming from. You can assign a cost¬† for your referrals, as a flat fee or % of the job to track expenses. And referrals can be used in the reports section to track conversion rates for leads, as well as the total number of jobs and total sales by referral. Here’s how to create new referral IDs and use them to track your jobs in Moverbase.

Creating a New Referral

go to SETUP>REFERRALS

here you can add and edit your referral sources and set any fee associated with that referral

Referrals can be assigned to incoming leads using our connected leads providers or by connecting third party leads providers using the Moverbase API.

Assign a Referral to a Lead or a Client

You can manually assign referrals to leads or and automatically track referral sources by connecting your favorite leads providers

You can also assign a referral to an existing client under their client profile.

Track lead conversion, total jobs, and income by referrals

When you assign a referral to a lead or a client you can track the success of that particular referral in reports.

You can track leads by referral, clients by referrals, total jobs by referral, and sales by referral