Require a Referral Source

Make sure your team is adding Referral Sources for leads by requiring a Referral Source when specific Market Sources are chosen.

Create a new referrer or add an existing referrer

Once a user has chosen a market source with the Master Type of Professional Referrals they will see a pop up asking them to create a New Referrer or to choose an Existing Referrer.


If you would like to update which Market Sources are considered a Professional Referral you read our help center guide on updating drop down types.

Was this article helpful?
3 out of 3 found this helpful