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M
MWeeks
Level 2
March 13, 2024
Question

Track referral source for tax clients

  • March 13, 2024
  • 1 reply
  • 13 views

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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    1 reply

    Skylane
    SkylaneIntuit Community Champion
    Intuit Community Champion
    March 13, 2024

    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
    M
    MWeeksAuthor
    Level 2
    March 13, 2024

    Thank you for the response! Notes is not a bad option...thanks!

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