Hi! I can help you explore your referral data and create personalized marketing materials (Items of Value). Try asking about your top referrers, or say "show me this month's IOVs" to get started with personalized handouts.
Who are my top 5 referrers?Show me closed deals this yearWho referred the most people to me?Which referrers have active deals?What IOVs are available this month?Personalize the spring cleaning IOV for Carlsbad, CAAsk Brian