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Get Bni Referral Tracking Sheet 2010-2025
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How to use or fill out the BNI Referral Tracking Sheet online
The BNI Referral Tracking Sheet is an essential tool for tracking referrals within the BNI network. This guide will provide you with clear steps to effectively fill out this form online, ensuring that you can manage and record your referrals accurately.
Follow the steps to successfully complete the BNI Referral Tracking Sheet.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter the date of the referral in the designated Date field. This should reflect the actual date the referral was made.
- Select the type of referral in the Referral Type section. Indicate whether this referral was given or received by marking the appropriate option.
- Fill out the Referral's Name field with the full name of the individual receiving the referral.
- In the Referred By section, enter the name of the person who made the referral.
- Assess the Level of Contact Interest, specifying if it involves a meeting, follow-up, business spin-off, or other interactions.
- Record any relevant dates in the Dates H/W/T/C section to track the progress of the referral.
- Document the Dates Meetings Sold field to note any meetings that resulted in a sale.
- Finally, update the Business Status to reflect the current situation of the referral, whether it is active, closed, or requires follow-up.
- Once all fields are completed, save your changes, and consider downloading, printing, or sharing the updated form as necessary.
Start filling out your BNI Referral Tracking Sheet online today for effective referral management.
To generate more referrals online, engage actively on social media platforms where your business community resides. Share valuable content that highlights your expertise and encourages interaction. Implementing a BNI Referral Tracking Sheet can assist you in capturing online leads and managing your referrals effectively.
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