Topic
Marketing
Run campaigns, track referrers, and see the referrals they send you.
Guides
Working with Your Campaigns
The Campaigns page itself, every marketing channel side by side. Reading the cost, performance, and return columns, the totals row, searching, adding a campaign, and exporting the comparison to a spreadsheet.
The Campaign Page
A tour of a marketing campaign, tracking what it costs against the leads and cases it brings in.
Referrers and Referrals
The Referrers page, one row per person or firm that sends you business, with the leads and cases they brought and the lifetime billed and collected behind each. What a referrer is versus a referral, how this rollup is built, and how you record a referrer in the first place.