Search TipsTracking Referrals
If a referral signed up for a trial membership, you can view referral information in M&O/DataTrak.
For more information about referrals, see Referral Options.
Prospect Referred By
On the prospect's Agreement page in the Miscellaneous section, the full name of the referring member is listed next to the Referred By field. In the following example, prospect Anthony Majors was referred by club member Fred Warren.
Member Referrals
On a member's Agreement page, you can view their referrals if any. The Referred Members link indicates the number of referrals by this member as shown below.
When you click the Referred Members number link, a pop-up with the list of Referred Members is displayed. In the following example, member Fred Warren referred two individuals: Angela Warren and Anthony Majors.
