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I just created my first web form and testing results in a verification email but no data is created in Method. Any advice? Is there someplace in Method to see new leads and qualify them?
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What is the best way to track customers that refer other customers? Is there a way to tie it back to the referring ustomer record?
For example say existing Customer - Heather Jones refers Potential Customer - John Davis...
Lead source would be "External Referral" but to take it a step further I'd like to ID/link the ...
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