> For the complete documentation index, see [llms.txt](https://docs.daylite.app/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.daylite.app/help/learn-iphone/build-relationships/tracking-your-referrals.md).

# Tracking Your Referrals

Customer referrals are an excellent sign that you are doing something right. Strong relationships are one of the cornerstones of a successful business, and when you make a good impression on people you’re likely to get more referrals.

Daylite helps you build strong relationships by letting you see how many referrals your clients are sending you. Acknowledging your best referrers for the business they’ve given you encourages even more referrals, building your "book of business" through the referral process.

## Adding a Referral to a Contact

The easiest way to capture a referral is to create a new **Contact** for the referral, and then link the referrer to that Contact.

Create a new Contact for your referral by tapping the **New Object** button and selecting **New Person.**

Fill in the details for your new referral then tap **add link** and choose **Person** to select the existing Contact who referred you to the new Contact.

<figure><img src="/files/A8k4J6C0Ve7dqY9B3F0D" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/gBLrIWqPGJWCUx09hdiZ" alt=""><figcaption></figcaption></figure>

Select **was referred by** from the Relationship menu. You can set up your own custom Relationships in the Daylite Settings.

<figure><img src="/files/AIwuzECLgtfqAMvZrYyT" alt=""><figcaption></figcaption></figure>

You can now see who referred your new Contact by scrolling down to **People** in the Details pane. Click the arrow button beside the referrer's name to view the Contact.

You'll notice that the Detail Card of the referrer Contact now also shows who they referred.

<figure><img src="/files/VfV0MGCAgRdT58kKI9P2" alt=""><figcaption></figcaption></figure>

## Wrap Up

Tracking referrals can catapult your business to whole new levels, making you stand out in your client's eyes.

If tracking your referrals is important to your business, you may also want to consider engaging a Daylite Partner to help you customize reports and integration based on your specific needs.

You can [book a call with one of our advisors](https://www.marketcircle.com/book-a-call-with-advisor/) to be paired with the right partner for your needs.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.daylite.app/help/learn-iphone/build-relationships/tracking-your-referrals.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.