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.