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How do I add a Referral?

Navigate to the customer tab from the home screen (dashboard). Click on the customer tab from the menu on the left-side of the screen.
Once you are on the customer page click on the “Add New Customer” button on the right-hand side of the screen.
A window will open up, here you will go to the “Found Us Through” section and select “Referral” from the drop-down menu.
After clicking “Referral” a new field will appear on the right side of the screen.
You can select from several options to indicate how the referral was acquired (Customer, Employee and Referral are the options here).
After selecting your referral type you will then be able to choose the name of the person who made the referral.

Ex. If you select “Employee” a list of your employees will automatically become options so that you can keep track of who referred the new customer to you.
Continue to update the important contact information for the referral and then click save.

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