Track Referral Sources
Kanri does not have a separate Referral Types settings list. Lead records store a free-text Lead Source, not a managed category. The current member form does not provide a field for staff to edit it. Referred By is a built-in evaluation question that can save the answer to the member record.
Record a source or referral
Section titled “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.
Keep entries consistent
Section titled “Keep entries consistent”If Lead Source values are supplied through an integration or import, agree on consistent spellings with your team. The field is free text, not a settings list.
The Lead Funnel report tracks progress through lead milestones. It does not turn free-text referral entries into a managed referral-type list.