Relax. We're here to help.

Adding a Referral to a Prospect Profile

Enquire Support -
  1. Navigate to the Prospect you would like to add a Referral to.
  2. Click on the Relationship tab.
  3. Click Existing Referrer if the Referral Source already exists. If the Referral Source doesn't exist, click New Referrer.
  4. Fill out the form for your selected choice and click Add.
Have more questions? Submit a request

Comments

  • Avatar
    carleen

    Is this the only place you have to put a referral source in order to get in to show on the referral source report?

  • Avatar
    Enquire Support

    Hi Carleen!

    Yep. Adding a referral to a prospect this way will ensure that it is pulled into a referral report. Just make sure that the relationship dropdown is left as the default, Referrer.