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.