AnsweredAssumed Answered

How to create customer "tree"?

Question asked by ultranix on Jul 6, 2018
Latest reply on Jul 7, 2018 by philmodjunk


Hey, I want to make my CRM more advanced and track the sources where customers came from. If customer B is recommended by customer A, this is easy to track, but then customer B can recommend customer C, C can recommend D and so on.

 

So, basically, I want to achieve 2 things:

1) Know which person created the most recommendations. (this doesn't sound hard).

2) Know which person has the largest tree (his own recommendations and recommendations of his recommended clients).

 

How can someone help me here? Thank you in advance.

Outcomes