Findable referrals

Use the New Referrals menu in the navbar to add the appropriate portion of information for tracking and managing leads in the Findable pipeline.
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Built In Referencing

How to add a full lead

  1. 1. Add a company
  2. 2. Add a contact, and reference the company
  3. 3. Add an opportunity that exists for the lead, referencing the company and contact
  4. 4. Add an interaction, referencing the company, contact, and opportunity

Building Trust

Working Together Builds Trust

The more detail than can be provided for the lead, the better our team is able to establish trust with the lead or referral. This is the reason that we ask you to fill out the Context field when creating a new Opportunity.

Earn Extra Income

Simple tools to help us succeed

When adding a new Opportunity, we ask you to provide Referral Source to ensure we can track the source of the lead in order to provide any potential referral fee. Just use this simple site and forms to track as much information on each lead that you can.

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