Don S.
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33 votesDon S. supported this idea ·
An error occurred while saving the comment An error occurred while saving the comment Don S. commentedAdd a Referral System for Each Chapter:
1) Need the ability for our members to refer each other clients
2) Needs the ability to track estimated dollar value of the referral
3) Needs the ability to choose a member to refer the lead to and the source member of the referral.
4) Needs the ability for each chapter to report total dollars referred and the ability to show each member's referred dollar amount. -
20 votesTeam Mobile responded
Could you please elaborate whether you are looking for login into slack with wild apricot credentials, or login into WA with slack (as it is already implemented for google+ and facebook)?
Don S. supported this idea · -
58 votesDon S. supported this idea ·
Please see https://www.momentumreferrals.com. We are a Business Referrals networking group. Click the "Networking" tab. When you get to that tab, we are presently using "Hello Referrals" to accomplish our Business Referrals to send new business to our members. If WildApricot had such a module, we could integrate this module in under Wild Apricot. Until then, we have to have two logins.
Basically, we need the functionality of:
1) Sending and Tracking Business Referrals with contact information and estimated dollar values.
2) Scheduling Intra-Chapter One-to-One Business Meetings.
3) Reporting Intra-Chapter referral numbers such as how many referrals, one-to-one's and dollar values of referrals.