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

Set Up SACR > Product Related > Recruiting and Admissions > Prospects > 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 (Set Up SACR > Product Related > Recruiting and Admissions > Prospects > 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.