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Referrals Hero

Referrals Dashboard

Total Referrals

24

Converted

16 (67%)

Pending

5

Avg. Revenue

$1,850

New Referral

Referral Tips

  • Be specific about client needs in your notes
  • Follow up within 48 hours for best results
  • Include client's preferred contact method
View Referral Statistics

My Referrals (Sent)

ClientServiceStatusActions
John Smith
To: Sarah Johnson
Tax Planning
May 5, 2025
Converted
Emily Davis
To: Michael Chen
Estate Planning
May 3, 2025
Pending
Mark Johnson
To: Jessica Williams
Retirement Planning
May 1, 2025
Converted
Susan Miller
To: David Miller
Insurance
Apr 28, 2025
Lost
James Wilson
To: Emily Rodriguez
Investment Management
Apr 25, 2025
Pending

My Referees (Received)

ClientServiceStatusActions
Robert Johnson
From: Sarah Williams
Tax Planning
May 2, 2025
Converted
Emily Davis
From: Michael Chen
Estate Planning
May 4, 2025
Pending
James Wilson
From: Jessica Thompson
Retirement Planning
May 1, 2025
Converted
Amanda Rodriguez
From: David Miller
Insurance
Apr 28, 2025
Declined
Thomas Lee
From: Emily Rodriguez
Investment Management
Apr 25, 2025
Pending