is there is a way for me to find out from a tag list the ones that have referred us in the past

Max Classic
1

is there is a way for me to find out from a tag list the ones that have referred us in the past

2

If you have a tag called “Referred to Us”, you can go to CRM → Contacts and in the Tag area, choose “Has ANY of these Tags” and enter the “Referred to Us” tag.
Click submit and that should show you everyone who referred to you in the past.

Thanks,
Jeff

3

Thank you. I have come to the answer I was looking for. I appreciate your response so much.