Adding Marketing Referrals
Click here to Watch Video Tutorial
From the Tree View:
- Expand Marketing
- Select Referrals
- Add Name, Email & Phone Number
- Then click ADD
Adding Marketing Referrals
Search by Referral
Click here to Watch Video Tutorial
To Search for Referrals:
- Choose Last Name and/or select the Status and/or Type of Referral)
- Then select SEARCH
