Track referrals for Leads

Learn how to use the Leads feature to record referrals so you can generate value for your firm. Setting up referral partnerships is a great strategy to generate inquiries for your firm.

Set up referrer contact cards

1. Select New Contact.
    
2. In the new dialogue window, select the Firm/Business/Organisation button.
3. Complete Business/Organisation details, including Phone, Email, and Address for automation purposes.
4. Add staff member contact details (if applicable), including Mobile and Email for automation purposes.
   
   • Scroll down to the end of the window and select Add another staff member if you need to add multiple contacts.
5. Select Advanced view to enter more information about this contact if needed.
6. Select Save to create the new contact.

Add a referrer contact tag

Adding contact tags allows you to categorise your contact list. You can also leverage tag lists for relationship-building purposes.

1. Open the referrer contact from your Contacts list.
2. Select the plus icon to add a tag.
3. Type in the preferred tag name or select the existing tag from the drop-down menu.
   
4. Press Enter on your keyboard to apply the tag.
5. Select Save.

You can use the Notes section to record partnership details.

Learn more about contact cards and tags.

Adding referrals to a lead

Make sure to capture referral information when you receive enquiries for your firm.

1. Select New Lead when talking to a prospective client.
   
2. Use each line as a prompt for information for the prospective client.
3. Make sure to ask each prospective client where they heard about the firm. Input the information into Referral Type and Referrer fields.
   
4. Select Create Lead to save the new lead.

Leverage referral data

Firm Owners can make decisions based on referral data in Firm Insights.

1. Select the Firm Insights tab.
2. Select Lead Insights in the Dashboards heading.
   
3. Review the Referrer and Referrer Type visualisations to leverage referral data for business decisions.

Good to know

• You can create your own custom referral types in Smokeball Settings.
• There are a number of Smokeball Reports designed specifically for tracking referral information, including the Lead - Referral List and Matter - Referral List reports.
• You can also add Referrers and Referral Types to Matter files. Double-click the Info line in the matter to update referral data.