How to Add a New Referral Source

Overview 

If you're going to assign referral sources to your clients and keep track of who sending you potentials, you'll need to add them to the CRM feature. If you want to assign your current referrals to a client profile learn more here.

Watch the Video Here

How to Add a Referral Source 

• Click the CRM on the left side of the screen 

• Click the Add Referral Source in the upper right 

• Fill out the form and click Create Referral 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639