Adding Referrals

Adding referrals or linking leads in MarketService 2000

First of all both names must be recorded in MarketService to be linked together as a referral or connected lead. You will need to know the record number of the prospect you want to connect with. The Prospect Record Number is automatically assigned to the Contact Record when entered into the system. One way to connect these two leads is to open the Contact Record you want to link to. Click on [Ref] of the Contact Record (which is abbreviated for referral). A screen will open up called Prospect Referrals. Enter the record number of the Contact Record in the field (Prospect Referrals) you want to connect together and the name will appear under Prospect Referrals. You can click on the referred name and will take you to their record.

Another way to link two records together is the open the Contact Record of the person that was referred. Click on [Ref] and the Prospect Referrals screen opens. Enter the Contact Record of the Contact that gave the referral in the (Referred By) field and it will connect both records. You can click on the referred by name and it will take you to their record.