Connection Card Pro Help & Documentation

Last Updated: Aug 15, 2019 8:24 AM

Referral Tree

From the left toolbar go to
Reports > Referral Tree

Use this page to view a list of all individuals who have referred guests to your organization.

* This information is automatically tracked here when you enter new visitors and in their profile under the Point of Contact and Follow-Up section you entered who they were invited/referred by.
If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
Did you find this helpful?