Sales Lead
How did this Client hear about you - or was referred to you? A client referral may be added on the Event level. Manage referrals under Administration.
Adding a Referral
1. Select the Administration> Custom Lists> Update Referrals option from the Navigation Bar.
2. Click the Add New Referral button.
3. Enter in the Referral name (Radio Ad, Direct Mailing, etc.).
4. Enter in a phone number and note if applicable.
5. Click the Save button.
Adding a Referral to an Event
1. Follow the Event> Full Search option from the Navigation Bar.
2. Select an Event by clicking View.
3. On the Main tab, click the Edit Event button.
4. Select a referral from the Referred From: drop-down list, or click the Quick Add New Referral button and follow the Adding a Referral instructions above.
5. Click the Save button.
Editing a Referral
1. Select the Administration> Custom Lists> Update Referrals option from the Navigation Bar.
2. Click the Edit link next to the appropriate referral.
3. Edit the appropriate information.
4. Click the Save button or Cancel to rollback any changes.
Deleting a Referral
1. Follow the Administration> Custom Lists> Update Referrals option from the Navigation Bar.
2. Click the Delete link next to the appropriate referral.
3. Click the OK button to confirm the deletion.