Referrals

Information on the referral section of the software.

Add Referral
1. Starting on the main Dashboard, select 'Referrals' on the left navigation menu. 2. Once on the 'Manage Referral' page, select...
Wed, May 31, 2017 at 11:23 AM
Add New Referral: with Notes and Contacts
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. Fi...
Thu, Jun 15, 2017 at 10:40 AM
How to Link Companies and Contacts to Prospective Clients
1. Go to "Prospective Clients" section in your navigational menu and then click on "prospective client list" 2. Click on the Cli...
Thu, Jun 15, 2017 at 1:39 PM