I am looking for tips on the best way to track partner contacts referring other business contacts and their associated deals. I started by creating Type = Partner and a group to put all of the Partners in. Then I am adding Partner to any deals that are created from a contact the partner referred. I an thinking there is a better way but have not found any threads or videos on the topic. Any help would be greatly appreciated. I am new to Monday in my free trial ensuring it can meet all my company’s needs.
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