Specialty Ideas

Marketing Tab needed for Referrers

Because we frequently market/visit our referring offices with a variety of food and gifts, it would be nice to have a place to document "visits" on their specific referrer page.  Basically, the date of the visit, if gift was given (and what it was), and then a space for additional notes about the visit.  If I took them lunch from Panera at my last visit, I'd like to do something different this time and would like to see that at quick glance. 

  • Diana
  • Feb 26 2020
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