How to retain a referrer's details

Can Infussionsoft identify the referring party? For example:

  • An Affiliate in Infusionsoft referrs a new Lead

  • When adding the Lead to Infusionsoft I’d like to add the Affiliate’s details as the referring party

  • Every six months I’d like a report on who the referring parties have been and who they have referred.

Can this be done.

Hi Simon,

If the Referrer uses an Affiliate Link, than they will automatically be attached to the new record when it fills a form out. (hope that makes sense)