Overview

Referrals are how a sphere business grows. Record who sent someone your way and Grove links the two records, shows the connection on the relationship map, and adds a reminder to thank the person who referred them.

You can record a referral from either side: on the contact who was referred, or on the contact who did the referring.

Record who referred a contact

Start here when a new contact tells you who sent them.

1. Go to People and open the contact who was referred to you.
2. In the sidebar, find Relationships and click Add person next to Referred by.

3. Pick the person who sent them, or type a name in Search people... to find them.

You'll see Referred By updated, and their name now shows next to Referred by. Click the arrow beside the name to jump to that person's record.

Record a referral from the referrer's record

Use this when you're already on the record of the person who sent the referral, like a past client who keeps sending friends your way.

1. Go to People, open the contact who made the referral, and click the Relationships tab.
2. Hover over the contact's circle in the relationship map. On the card that appears, click the add-person icon (the last icon on the right).

3. In Add a relationship for [contact name], choose Referred someone, then click Continue.

4. Search for the person they referred and click their name. A check mark shows next to the person you picked.
5. Click Add.

You'll see a confirmation that the person was marked as referred by your contact. They now show under Referrals in the sidebar, with the date you linked them.

The same window also has a Referred by option. It does the reverse: it records who sent this contact to you.

What you'll see on the referrer's record

Whichever way you add it, the person who made the referral gets three things:

• A You referred [name] entry in their Activity, with the note Thank-you task created.
• A task named Send thank-you for referring [name], due the next day.
• The referred person listed under Referrals, and a Referred line between the two on the relationship map.

A quick, personal thank-you is one of the best ways to keep a referral source sending more.

Change or remove a referrer

1. On the referred contact, click the Referred by row to open the list. The current referrer has a check mark.
2. Pick a different person to change it, or click Clear selection to remove it.

3. If you clear it, Grove asks you to confirm. Click Remove.

You'll see Referred By removed. The referrer's Activity shows that the person was removed from their referrals.

Good to know

• One referrer per contact. Each contact can have one person under Referred by. A referrer can have as many Referrals as they send you.
• The referrer has to be in Grove first. The list only shows people already in your database. If they're not there yet, add them as a new person, then come back.
• Referred by is separate from Sources. Linking a referrer doesn't change the contact's Sources. To filter your sphere by how people found you, add Referral as a source too. See Track how you know someone with sources.
• Removing a referral keeps the thank-you task. If you clear a referrer, the Send thank-you task stays on their record. Complete or delete it if you no longer need it.
• Households. On a shared record, the referral is saved to the person you have selected at the top of the sidebar. Check you're on the right name before you add it.
• See the whole chain. Go to People > Network and pick a person to see their household and referral chain in one view.

Troubleshooting

"No people found." when you search for the referrer. They aren't in your database yet. Add them in People, then return to the contact and pick them from the list.