How to track customer referrals in Solatech

How to track customer referrals in Solatech

Summary

This article describes how you can easily track customer referrals in Solatech.  This process is broken down into three steps: Adding Referral Types,Selecting Referral Types and Running Referral reports.  

Instructions

Adding Referral Types

  1. From within Solatech, go to View>Other>Referral Types
  2. Using the drop down menu, select New
  3. Enter the name of the referral type, i.e. Home Show
  4. Click OK to save your changes.
  5. You can add as many different referral types as desired to this list.

Selecting Referral Types

  1. When adding or editing a customer, navigate to the Additional Tab
  2. On the right hand side of the Edit Customer window, you'll see Referral
  3. Use the drop down menu to select the appropriate referral type
  4. Save and close

Running Referral Reports

  1. Select Reports>Reports Center
  2. Select Sales from the left hand Category column
  3. Scroll down in the right hand column until you see the heading Sales by Referral
  4. Run the desired report

Applies to:

  • SWCS 4.2

    • Related Articles

    • How to Track Customer Referrals in SalesPRO

      Summary This article describes how you can easily track customer referrals in SalesPRO.  This process is broken down into three steps: Adding Referral Methods Types, Selecting Referral Methods, and Running Referral reports.  Instructions Adding ...

    • Creating a new customer in Solatech Focus

      Summary This article will describe how to create a new customer in Solatech Focus Instructions From the Home Page, click on the Add new customer button. (Site Administrators will need to go to the Customers list to enter a new customer) Required ...

    • Solatech Updates August 2023

      Summary This is a list of updates released on August 10, 2023 for your Solatech Focus account. More information Purchase orders can be created for each line of a product Closed orders can be reopened Orders can be canceled or deleted Orders can be ...

    • Solatech Updates March 2023

      Summary This knowledge base article will provide a list of updates included in the March 2023 update. Details Order entry will look for the first width and the first height measurement fields when using the customer measure sheet to create quotes. ...

    • Solatech Updates October 2024

      Summary This is a summary of six (6) updates released on October 24, 2024, for your Solatech Focus and DOS accounts. More information 1) Payment Details added to Process Reports Focus users will have the ability to add payment information for quotes, ...