Adding Contacts to a Referral

Referral records can contain one referring party and multiple referred contacts per record. Use this procedure to add additional referred contacts to an existing referral record.

To add contacts to a referral record:

1. Open the Referral Record. How?

   • From the Main Menu bar, go to Contacts > Referrals Summary. Click the row of the referral you want to edit.

2. Click the Referred Contacts tab.

3. Click the Add Referred Contact action link.

   The Contact Look-up appears.

4. Drag and drop the contact you want to add from the Contact Look-up to the Referred Contacts table.