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Adding Referrals

Before you begin. This feature might not be available in your version of the application since it is not part of the standard application.

You can add referrals to your contact record. When you create a new referral, the record is saved as a new lead record.

To add a referral

  1. Select the contact.

    For instructions on selecting contacts, see Finding Records.

  2. On the Contact Detail page, scroll down to the Referral section and click New.
  3. On the Referral Edit page, enter the required information.
  4. Save the record.

    The new referral shows a status of Qualifying by default.


Published 05/11/2007