Do you know how well your client referral program is working for you?  Jenesis has added two convenient reports to help you track Client Referrals and Quote Referrals.

Step 1:  From the Main Screen select reports

Step 2:  Select Production

Step 3:  Select Marketing

Step 4:  Select Client Referrals or Quote Referrals

Step 5:  Put in a date range and select preview