Sales Referral Report

Chris Horroll
Chris Horroll
  • Updated

The Referral Report

This report shows you on new referrals within a specified period. 

You have the 2 options:

Simple Report – Allowing you to set Custom Date Range

Detailed Report – A specified Month

Select Office, Record Owners, Referral Types and then click Generate for the report to be produced in PDF format. 

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