Progress: 24 of 30 Days

Day 24 Feature: Lead and Client Referral

Today you'll learn where leads and referrals are managed inside CDM.

Understanding where this information is stored will help you stay organized as your business grows.

Why This Matters

Leads need follow-up. Referrals need tracking.

Managing leads and referrals inside a system helps you stay organized and reduces the chance of missed opportunities.

Where to Click

The training videos below will show you where lead and referral information is located and how to monitor activity inside CDM.

What To Do Inside CDM

Step 1: 

Open the Leads Section

From the left navigation menu, click Leads/Affiliates and select Leads.

Review the two available lead sources:

• Website Lead Form Leads
• Client Portal Client Referral Leads

Step 2: 

Review Lead Information

Explore the lead records and review the information collected, including customer names, email addresses, dates created, status, and notes.

Step 3: 

Review Referral Leads

Click the Client Portal Client Referral Leads tab and review how referral leads are displayed.

Take a few minutes to understand where referral activity is stored and monitored inside CDM.

Your Goal Today

Get inside CDM and know where your main tools are.

Need Help?

If you need assistance locating or understanding lead and referral tracking tools, contact our Support Team for guidance.

• Click Here to Visit the Different Support Channels 

• Click Here to Join a Live Training Session

   

We're here to help you succeed.

Go to Next Action — Day 25: Review Credit Monitoring Affiliate Options ➡️