Your Contacts

Business Referral Tracker does not replace your contact management system, it's designed to complement it by inspiring you to track your referral business and use the power of that tracking to achieve more and more opportunities than you would any other way.

Through the contact screen you can enter single contact details or upload bulk data for instance a CSV file of your Outlook Contacts or other data source that you may use.

Contacts may be individuals or events such as a networking gathering in which case the contact could be the name of the event, you could then log all the details of those who you met and how you propose to follow up after which you start logging the referrals generated. Once you click  on the 'Event' the Linked pane will show you the activity generated. 

Once entered you can search on a wide range of criteria, connect straight to your e-mail client, and view linked web site's. The main contact screen will provide you with tracker information such as business conducted and you can view notes about each contact stored as well as edit details at any time.