How to retain a referrer's details

Max Classic
1

Can Infussionsoft identify the referring party? For example:

  • An Affiliate in Infusionsoft referrs a new Lead

  • When adding the Lead to Infusionsoft I’d like to add the Affiliate’s details as the referring party

  • Every six months I’d like a report on who the referring parties have been and who they have referred.

Can this be done.

2

Hi Simon,

If the Referrer uses an Affiliate Link, than they will automatically be attached to the new record when it fills a form out. (hope that makes sense)