Tech Support > Microsoft Windows > Windows CRM > How to store Referrer for Lead/Opportunity
How to store Referrer for Lead/Opportunity
Posted by vikramp on November 22nd, 2006


Hi,

I launched a campaign where in I give $100 gift certificate to my
existing customers when they get me more business by bringing in new
customers.

Now, I get a new lead/opportunity through my exising customer "XYZ
company" in response to my campaign. So I have to send $100 gift
certificate to XYZ company. Now, my question is, where do I store
referrer for this lead/opportunity?

In short I want to figure out which customers gave me more business in
response to a my campaign so that I can send them the gift certificate.
But there is no way in crm to track the referrer for a
lead/opportunity.

Can someone suggest me a workaround?

Thanks.

Posted by Peter Lynch on November 22nd, 2006


Possibly use Customer Relationships

Create new customer relationship between Opportunities and Contacts called
"Referrer"

Then link the referring contact to the opp using the Referrer customer
relationship



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