🧭 Step 1: Navigate to the Bookings Page
From the left-hand menu, click Bookings.
You’ll see a full list of all bookings in your system.
💡 Tip: Switch between List and Pipeline views as needed.
🎯 Step 2: Add a Referral Source Filter
At the top of the page, select ➕ Add Filter.
From the filter dropdown, choose Referral Source.
In the next field, type or select Website.
Click Apply to filter your results.
Your list will now display only the bookings where the referral source is Website.
📈 Step 3: Review or Export the Results
Once filtered, you can:
View details such as Booking Name, Account, Status, and Stage.
Click Export → CSV (top-right corner) to download the list for further analysis in Excel or Google Sheets.
💾 Optional: Save This View
If you frequently need to view bookings by website referral:
Click 💾 Save View.
Give your view a name (e.g., Website Referrals).
It will now appear in your view selector for easy access.
