RELATED IDEAS
Referral counter
Example, client A has referred 10 clients this year who have onboarded. It would be useful to click on a section where we can see who has referred who instead of having to click on each client to see who referred them.
Hi Asif. This would be good. However, in the mean time or as a workaround, you could do the following: create a new clients list and add the column 'Referred By'. You will then see which client referred who. If you need to filter your clients' list further, you could then either, export your clients list in Excel and use Excel tools to filter/sort your data or, if you stay in BM, use further filters (e.g. 'Referred by' equals/does not equal/contains/etc. 'xxxx'. Hope this helps.