Tracking referral partners
Track hospitals, case managers and other partners who send you clients.
Where in Willa: Referrals
Who can do this: Anyone on your team.
- 1
Add partners
Add each referral source with a contact person.
- 2
Log activity
Record visits, calls and drop-offs.
- 3
See results
Partner scorecards show referrals and conversions.
Common problems
- A lead isn't linked to a partner.
- Open the lead and choose the referral source so the partner's scorecard counts it.
- Scorecards look empty.
- They fill in as you log activity and link leads over a few weeks.
Related guides
Need a hand? Email kyle@heywilla.ai.