This article explains how to record and manage referrals for clients, including referrals to other organizations or departments within the same organization. Users can record an unlimited number of referrals per client.
Navigation:
Main Menu → Clients → Referrals
Applies To: Enterprise
Overview
The Referrals section allows users to:
- Record client referrals to external organizations or internal departments.
- Track referral details using the user-defined Company list.
Referral Field
-
Referral:
- The organization or department the client is referred to.
- Pulls from the user-defined Company list.
- Required field.
Key Notes
- Ensure the Referral field is completed to track the organization or department accurately.
- The user-defined Company list must be properly configured to reflect available referral options.
Conclusion:
By following this guide, users can effectively record and manage client referrals, ensuring seamless tracking of client interactions with external organizations or internal departments. For further assistance, refer to related articles or contact support.