Referral Tab


Referrals ~ Referred By Tab

Referral Tab ~ Referred By

Referred By:

Press the ellipse button to select the referral contact.

Date of Referral:

Use the drop-down menu to select the date of the referral.

Referral Note:

Record the note specific to this contact.

Lead Source:

Use the drop-down menu to select the Lead Source of the referral.

Result:

Use the drop-down menu to select/add the Result of the referral.


Referrals ~ Referral Tree Tab

Referral Tab ~ Referral Tree

All referrals associated with this contact are displayed in field.


Referrals ~ Alliance Referrals Tab

Referral Tab ~ Alliance Referral

Press the Plus icon to add a new Alliance. The drop-down menu allows you to select the appropriate date. The Role is the classification you assigned to the Alliance contact. (See Adding a New Classification)


Referrals ~ Alliance Members Tab

Referral Tab ~ Alliance Member

Press the Plus icon to add a new Alliance. The drop-down menu allows you to select the appropriate date. The Role is the classification you assigned to the Alliance contact. (See Adding a New Classification)