To Add New Referral

1. Click on the Referral tab in your navigation browser. Once there you can click on "+ Add New Referral Source". 


2. Fill out all Known Contact information and then click "Save" once you are finished. 



To Add Notes

(there are two ways to add notes)

1. You can click on the 'paper' icon under the "Actions" section of the Referrals page. This will lead you to a shortcut to add notes quickly.



Or, 

2. You can go to the company's page, by clicking the company's name. 

Once there scroll down to the "Referral Notes" and then click on "+ Add Notes". Fill out the your note and click "Save" when done. 



To Add a Contact

(there are two ways to add contacts)

1. You can click on the 'person' icon under the "Actions" section of the Referrals Page. This will lead you to a shortcut to add contacts quickly. 


Or, 

2. You can go to the company's page, by clicking the company's name. Once there scroll down to "Contact in Company" and click on "Add Contact". Fill in the contact's information and click "save" when done.