Summary:


This Walkthrough will go through how to Add a Referral Company or Contact.



Add Referral:


1. Starting on the main Dashboard, select 'Referrals' on the left navigation menu.


2. Once on the 'Manage Referral' page, select 'Add New Referral Source' in the upper right corner.

3. The 'Company Detail' page will then appear. Select if the Referral is a Company or a Contact. Fill out all required information and click 'Save'. 

4. The Referral Detail List can be Filtered to show either Company Referrals or Contact Referrals.