Referral Stages

Determining whether or not a referral source is helping your ROI is easily done with referral source stages.

referral stage

Referral stage is a great feature for seeing how your referral sources are helping you with your sales numbers.  VIA uses four referral stages:


No Referrals > New Referrals > Historical Referrals > New & Historical Referrals


New Referrals = Referrals in the past 6 months

Historical Referrals = Referrals greater than 6 months ago

New & Historical Referrals = Referrals in the past 6 months and greater than 6 months ago