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- Track referral source for tax clients
Track referral source for tax clients
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MWeeks
Level 1
03-13-2024
08:18 AM
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Is there a built-in measure to capture/track referral sources for tax clients within ProConnect? If not, anyone using a great work around aside from tracking outside the software?
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Skylane
Level 11
03-13-2024
08:24 AM
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Nothing specific but you can use client status. Enter permanent notes at the bottom
edit: that works for Proseries … didn’t see this was proconnect
If at first you don’t succeed…..find a workaround
MWeeks
Level 1
03-13-2024
08:29 AM
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Thank you for the response! Notes is not a bad option...thanks!
