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Setting Up Referral Sources

To set up referral sources, use the Referral Source component (REFERL_SRCE_TABLE).

This section discusses how to set up referral sources.

Page Name

Definition Name

Navigation

Usage

Referral Source Table

REFERL_SRCE_TABLE

select Set Up SACR, then select Product Related, then select Recruiting and Admissions, then select Prospects, then select Referral Source Table

Define your referral sources and track how prospects or applicants learned of your institution. A referral source indicates why this person was originally added to your database.

Access the Referral Source Table page (select Set Up SACR, then select Product Related, then select Recruiting and Admissions, then select Prospects, then select Referral Source Table).

Entering a referral source for a prospect records the initial contact made with this person. You can record subsequent contacts with a person using the Communications Management pages.

Some individuals enter your database for the first time as an applicant. In such cases, you might want to create a prospect record retroactively to record, among other information, a referral source.