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 |
|
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 (
).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.