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Clients, people & deals

Referrals

Record who brought each client to you, and see which partners and people bring in the most business.

Updated 8 Oct 2026

In client-led businesses a lot of work comes through someone: a channel partner in Ahmedabad, an architect who recommends you, an old client who sends their cousin. KretaOS lets you record who referred each record, as a real link, so you can see who your best referrers are and thank them.

Record who referred a client

  1. Open the client and press Edit.
  2. Under Referred by — who in your book brought this record, start typing a name.
  3. Pick from the list. It searches your companies and the people at them, with partners first; a person shows the company they work at.
  4. The choice is saved straight away.

You can also set Referred by when you create the record, in the New client form, or tell Ask AI: "Mehta Textiles was referred by Shah Agencies."

To clear it, press × on the chosen name.

The referrer must already be in your book. If they are not, add them first, usually as a Partner.

Where referrals show up

  • On the referred record: the header reads Referred by and the referrer's name, linked to their page. When the referrer is a person, their company is named too.
  • On the referrer's page: a line reads Referred 3 records: with links to each, and see in graph.
  • In Graph Memory: each referral is a dashed line from the referrer to the record. The Impact layout puts referrers in the middle, sized by what they brought in, and Colour set to Impact shades referrers and referred records.
  • On Network: Top referrers lists each referrer with the records they brought, how many are now clients, and the deal money on them.

Referred by, Sourced by and Lead source

The New client form has three similar-sounding fields. They are different:

  • Referred by is a link to a company or person in your book. It is the one that draws lines and counts business.
  • Sourced by is free text for which teammate brought the record in. It is attribution only.
  • Lead source is free text for the channel: trade fair, inbound, IndiaMART, referral.

Good to know

  • Referral value counts deals on the referred records, so it grows as those deals are won.
  • Changing or clearing Referred by changes the graph and Network straight away; nothing is lost from the referred record's history.

Related

  • Graph Memory — See your whole book as a map of clients, people and facts, with lines for who referred whom, in four layouts.
  • Network — Warm paths into leads, people who connect your accounts, who moved on, and accounts that rest on one person.
  • Clients, leads and partners — The four kinds of record on the Clients page, the statuses each one moves through, and how a lead becomes a client.
  • People — Add the people you deal with at each client, keep their numbers and consent, and use their page as a person-level history.
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