Sales Culture > Customer
Add Referrer to Customer
Posted by i3Teamworks Admin on 25 Jan 2019

Tag your Customer to the Referrer which introduce them to you or your Company. This can only be done durin ADD Customer process.

In i3TW Referrer is classify as

  • User - Referrer is one of your empleyee (a Regstered user in i3TW)
  • Customer - Referrer is one of your existing Customer (registered in i3TW Customer database)


1. From your Main Dashboard, tap on SALES  and click Customer

2. Tap on

3. Click on the hypelink to choose referrer

4. Select whether the Referrer is existing Customers or your Staff. Then enter the Search Keyword

(Type in Customer Name - if you choose Referrer is existing Customer. Otherwise type Employee Name)

5. Select the Referrer and proceed by clicking on Add New Customer button 

6. Referrer Name will appear in Customer Form. Proceed to Enter the New Customer information