<h1><img alt="" src="/images/blog/Wise%20Agent%20Referral%20Tracker%20CRM(1).png" style="width: 1200px; height: 630px;" />Keep Track of Referrals with Wise Agent&#39;s Referral Tree</h1> <p>We all agree that referrals are an extremely important part of our business. Some say referrals are the lifeblood when it comes to being successful in any kind of sales. Referrals are the <strong>most cost-effective way to get new leads</strong> and maximize your percentage rate closed.</p> <p>With referrals being so important, it is also important to make sure you have a good system in place to track, nurture, and build relationships with those referrals.</p> <p>Wise Agent has just updated the Referral Tree, making it easy to <strong>track your referrals.</strong>&nbsp;</p> <p>Using the Referral Tree, you can link your contacts and show who each person was referred by, and who they have referred.</p> <p><img alt="" src="/images/blog/Wise%20Agent%20Referral%20Tracker.png" style="width: 1000px; height: 518px;" /> <span>From there, take advantage of our ranking system, making sure to rank your contacts that are feeding you the most referrals highly. A simple search can be performed from the Contact List to find those that have referrred and those that are referrals. Once you have the list from this search, the actions drop down allows you to perform bulk actions. </span><img alt="" src="/images/blog/Wise%20Agent%20Referral%20Tracker%2002.png" style="width: 1000px; height: 525px;" /><span>Once your referrals are in Wise Agent, you will not only be able to track who referred them, but you also have a system in place to work on them and turn them into clients.</span> <span>You can assign them to a marketing program, send monthly newsletters, schedule calls, etc. </span><img alt="https://www.thewiseagent.com/images/refTree.jpg" class="aligncenter" src="/images/blog/Wise%20Agent%20Referral%20Tracker%2003.png" style="width: 1000px; height: 521px;" /><span>The people who get the most referrals are the ones who stay in front of their database consistently, so take advantage of the tools in Wise Agent that make it easy to stay in touch.</span><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/xwCufifc3Mc" title="YouTube video player" width="560"></iframe> <span>Remember it is always important when marketing or talking to anyone to ask for those precious referrals. When you do get a referral it is also extremely important to make sure the person who sent you the referral knows how much you appreciate it.</span> <span>You&rsquo;ll find the Referral Tree at the bottom of any Contact Summary page.&nbsp; Let us know if you have <a href="https://www.thewiseagent.com/contact.asp" rel="noopener noreferrer" target="_blank" title="Contact WiseAgent">any questions</a> - we&rsquo;re here for you 24/7!</span></p>

Keep Track of Referrals with Wise Agent's Referral Tree

We all agree that referrals are an extremely important part of our business. Some say referrals are the lifeblood when it comes to being successful in any kind of sales. Referrals are the most cost-effective way to get new leads and maximize your percentage rate closed.

With referrals being so important, it is also important to make sure you have a good system in place to track, nurture, and build relationships with those referrals.

Wise Agent has just updated the Referral Tree, making it easy to track your referrals. 

Using the Referral Tree, you can link your contacts and show who each person was referred by, and who they have referred.

From there, take advantage of our ranking system, making sure to rank your contacts that are feeding you the most referrals highly. A simple search can be performed from the Contact List to find those that have referrred and those that are referrals. Once you have the list from this search, the actions drop down allows you to perform bulk actions. Once your referrals are in Wise Agent, you will not only be able to track who referred them, but you also have a system in place to work on them and turn them into clients. You can assign them to a marketing program, send monthly newsletters, schedule calls, etc. The people who get the most referrals are the ones who stay in front of their database consistently, so take advantage of the tools in Wise Agent that make it easy to stay in touch. Remember it is always important when marketing or talking to anyone to ask for those precious referrals. When you do get a referral it is also extremely important to make sure the person who sent you the referral knows how much you appreciate it. You’ll find the Referral Tree at the bottom of any Contact Summary page.  Let us know if you have any questions - we’re here for you 24/7!