Tracking referrals in Gazelle is easy!


FROM THE WEB APP


Step 1: Go to the Clients Menu

Step 2: Click on a customer.

Step 3: Click Edit.

Step 4: Add/Edit the 'Referral Details' for a customer.

Step 5: Save.

NOTE: Gazelle will indicate on the relevant customer files everyone this customer has referred, and when appropriate who referred this customer to you.



FROM THE MOBILE APP

Step 1: Tap Menu > Clients > Tap on a Customer Record

Step 2: Tap "Show More"

Step 3: Tap "Referred By"

Step 4: Add a referral type and notes,

Step 5: Save & Done.

NOTE: Gazelle will indicate on the relevant customer files everyone this customer has referred, and when appropriate who referred this customer to you.



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