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Referral Program - tracking deals, credits, etc.

edited Nov 22, 2019 10:24AM in CRM 1 comment

Hi,

We are establishing a referral program and wanted to see if anyone had NetSuite best practices for tracking the leads/deals as well as administering the earned credits.

We plan to use the Lead Source field to flag that its a referral, and then add notes to the Referring Customer as well as the lead that the source was the referring customer.

Once a deal is done and we calculate the amount to be credited to the account of the Referrer, we would issue a credit memo to that customer.  (We could also issue a discount code or something like that.)

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