Referral System

Has anyone managed to set up a successful internal referral system on Copper? For example: Real Estate Agent 1 refers one of their clients to Real Estate Agent 2 who works in a different area. I currently have the set up as follows: Agent 1 opens visibility of the contact to Agent 2. There is a 'Referred by' drop down box and Agent 1 will pick their name. They then create a note on the persons record. I was wondering if someone has a better idea or system in place? Thanks!



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