Add Referrals to Contacts
Adding Referrals to Contacts
Adding referrals to contacts is done manually and with each individual contact.
- Click on the Contact Name (link).
- Scroll down to the Details tab.
- Under the Communications section is the Referred By field.
- Click on Select Contact.
Selecting an Existing Contact Referral
- Type in the Last Name of contact referral.
- Click on the Referral Name (in blue) and then click Save.
Adding a New Referral
Searching on a referral that does not exist in Contacts will produce No Results Found.
Create Referral Contact
- Follow these step by step instructions on Adding a Contact Manually.
- Then follow the steps above for Selecting an Existing Contact Referral.