The Referrals tab of the Contact Information screen is where you can mark who referred this client by clicking the Set Referred By button and then choosing the referring client from your client list.
Once you have set the referred by, you can then click that same button to mark to send the referring client a mailout, like a thank you referral letter. You can also enter any referrals that the current client has given you on this tab by clicking the Add New Referral button. Click here for more information on referral tracking.
The bottom part of this tab lets you enter any testimonial text the client may have given you, so you can then reference those testimonials in the future. To add a new testimonial, click the plus (+) button to the right of the testimonial text box, and then type in your testimonial text, and assign a service category to it (e.g. if the testimonial is about your Air Duct Cleaning services, then choose that category).
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