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Sales: Referred By
Sales: Referred By

What do I put under referred by?

Updated over a week ago

List any person or company that influenced the potential new client(s) to contact you.

This must be a person or a business!

If you enter freeform text here, like "A Friend", Outlaw will assume that you meant a person with the name "Friend, A.", and it will add a new contact to the system with that name. This is clearly not what you intended!

If you encounter a lead that was referred by an anonymous or unknown person, just leave this field blank.

When to Use Referred By vs Campaigns

Use Referred By when the referral came from an actual person or business.

Campaigns can be used with, or instead of Referred By.

Examples of Campaigns with no Referred By:

  • Google or Facebook Ads

  • A lead generation company

  • A directory, e.g. AVVO or Justia

Examples of Campaigns with a Referred By:

  • Another law firm. Referred By would be the name of the person at the firm that did the referral, or the name of the firm if unknown. The Campaign would be something like "ABC Law Firm". Make sure you have a campaign for the law firm doing the referrals!

  • A networking group, like BNI or a Chamber of Commerce. The Referred By field would be the name of the person within the group that made the actual referral.

  • A Former Client. Use the name of the client in the Referred By field, and have a campaign called Former Clients.

The point of having these separate is to provide proper data for analytics, so that the firm owner knows where their referrals are coming from (so that they can thank them), and which marketing campaigns are producing good leads (so they can invest in them if they are good, or divest from them if they are bad).

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