How to Connect with New Referrals from TappTracker

One of the best features TappTracker offers is instant notifications and the ability to take action right from the app.

Within seconds of someone sharing your app, you will be notified by TappTracker that you received a referral!

You can open it up and decide what you want to do next.

The first thing a lot of our members like to do is contact whoever sent the referral, say thank you, and ask any questions they might have about the potential new client.

However, since a lead is hottest the moment it gets sent to you, many members like to contact the referral right away and then follow up with whoever sent them the business somewhere down the line.

Whatever your preference, you can quickly do both of these things, right from your TappTracker timeline.

Clicking ‘Thank [Referee Name]’ will take you to screen that allows you to email, call or text the person who sent you the referral. You even can add them to your phone’s contact list with one click of a button. 

Clicking 'Contact [Referral Name]' will take you to the contact screen for the new lead. You can contact them by phone, email, text, and even add them to your contacts in your phone with just a tap of a button.

Here you can see an example of a referral in the timeline of TappTracker. To reach out to either the referral or the referee, tap their name and choose the way you would like to contact them.

When you want to reach out to your referral, tap their name from either place and then chose to call them:

Or, you can tap your referral's name and text them if that is what you prefer.


Here are some excellent resources to visit next:

 Still need help? Email support@cardtapp.com or 1-855-TAPPIFY (827-7439).  

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