Copy link to clipboard
Copied
Hi, I am running a business where affiliates who offer associated services regularly refer business to our site but the customers often call our business or make purchases in person rather than online. When an affiliate refers a customer to our site we need a way to attach the affiliates details to the customer record so we can involve the affiliate in the sale process. I know the affiliate details must be linked to the customer somewhere to track online sales but I have not been able to find a way to make this information available in the customer details fields.
Does anyone have experience with this or can help with making it work?