I'm a Loan Consultant, I work with Realtors, Insurance Agents & Financial Planners. Here is my problem, if I receive a lead from a Realtor(Contact) that works for ABC Realty(Account) and I place the new lead under (Leads) I'm not able to link him/her to the Referral Partner that gave me that lead. My goal is to pull up the Contact and have a list of the leads that Referral Partner has given me, I want to track the number of leads each referral partners gives me and link them. I also may receive a lead, than provide that same lead to another person for Credit Repair, Insurance Services, Financial Planning so I want to link that same lead to a Referral Partner that receives the referral from me( Ultimately we work as a group)

 

I hope my question was clear, please I'm open to any suggestions, thank you.