Templates

CRM

Referrals

A referral tracker with referrer, prospect, new through lost statuses, and a reward and notes.

referrals.templates.oncroft.net
Referrals built on Croft. A referral tracker with referrer, prospect, new through lost statuses, and a reward and notes.

Track who referred whom, move a prospect from new to contacted, won, or lost, and keep the reward and notes next to it.

It is for salespeople who already live on referrals, not for a public affiliate programme.

It runs on a private croft, behind company login.

The prompt

Build me a referral tracker on Croft with status and rewards. Let me record a referrer and a prospect, move each referral through new, contacted, won, and lost, and keep a reward and notes.

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