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Your
Frequently Asked Questions Answered?
What’s a referral?
There are
a number of ways in which a referral can be defined:-
At its
simplest it is the passing of a contact from one person to another.
At its most complex a referral is defined as being a qualified lead,
where effectively a person recognises that another requires the
services or products of someone else and paves the way for the two
people to contact each other.
Within different networking circles different
definitions may apply. For example within BNI (Business Networking
International), the foremost referral networking organisation in the
world, a referral is defined as being;
“… an opportunity to do business with someone who is
in the market for your product or service. It is not a guaranteed
sale, but an open door to discuss business.”
Is there a limit to the number of contacts I can include in
Business Referral Tracker?
Not at
all,
there is no limit to the number of contacts that may be created.
In Targets can I set time limits?
Yes! Start
and end dates can be established when Targets are set.
Can I import contact lists into Tracker?
Yes! The
data exported from your proprietary software needs
to be exported as a CSV file, or converted to CSV
after export. Once in CSV format download the
‘template’ provided and sort your columns into the
headings identified in the template. If there are no
entries for a column leave it blank, but do not
delete the column header.
1.
Ensure your file is in the correct format then
return to the ‘Contacts’ page in BRT
2. Click
the ‘Upload & Import Contacts’ button
3. Use
the form to browse for the file on your machine and
then click ‘Upload CSV Filer’
Contact
details can also be imported from your Yahoo! E-mail
Address Book using the Import tool within the
Contacts section.
What search functionality is there in Contacts?
Non-case
sensitive full search functionality is available. The Search
function queries all of your contacts not just those on view.
Business Referral Tracker is web based, how secure is it?
BRT uses a
secure HTTPS connection to provides a very high level of security.
HTTPS is the same connection protocol that is used by on line
banking.
If
I link documents to referrals or events are they stored on the web?
Yes! One
of the major benefits of BRT is all the information is stored on our
secure servers enabling you to access them from anywhere you can get
on to the web with any computer so long as you know your login and
user name details.
Is Dashboard automatically updated?
Yes! The
Dashboard elements are updated in real time.
Can I change my password?
Yes!
You can alter your password through your account screen.
If you have a question about
Business Referral Tracker please provide details to us through the
contact screen.
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