Track Referral Sources
Record a source or referral
To collect the name of the person who referred a prospective member, include the built-in Referred By question in your evaluation form. That answer is saved to the member record; it is not entered in the general member-edit form.
For example:
Field
Example
Evaluation answer to Referred By
Jordan Lee
The Referred By question asks who introduced the prospective member. Do not enter private details that are not useful for following up.

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