1. Go to "Prospective Clients" section in your navigational menu and then click on "prospective client list"
2. Click on the Client's profile that was referred.
3. Scroll down to the "Other Information" section. Click on the "Edit" icon on the right side of the "Other Information" section.
4. Use the drop down menu on the "Referral Companies" and "Referral Contacts" to choose which company or contact referred this potential client. Once you have selected the company or contact click "save".
***These prospective clients will also appear under in the "Referrals" section of the software next to each of the companies or contacts. Just click on the "eye" icon under the 'Referral' column; and a new screen will appear with of the prospective clients or current clients that have come from this referral source.