Overview

In this article, we will review how to add a referral to a prospect profile.

Adding a Referral to a Prospect Profile

Step 1: Navigate to the Prospect you would like to add a Referral to and click on the Relationship tab.

Step 2: Click Existing Referrer if the Referral Source already exists. If the Referral Source doesn't exist, click New Referrer. 

Note: If you're adding an existing referral source, you will have the option to search referral sources by a company/account or all individuals.

Step 4: To search by company/account, click into the "Optionally select a(n) Company to filter the list of people below" drop down and search for a company and select a result. The "Search for a person" drop down will now only search for individuals at the selected company. Once a company and individual has been selected, click Add.

Step 5: If you would like to search for all individuals, leave the first company/account drop down blank and search using the "Search for a person" drop down. Once an individual has been selected, click Add.

Note: The "Search for a person" drop down will only return active individuals.