Entering a Referral Received from a Contact

Use the following procedure to enter a referral received from a contact.

To enter a referral received from a contact

1. Navigate to the Contacts screen, then the Contacts List view.

2. In the Contacts list, drill down on the desired contact.

3. Click the Referrals view tab.

4. From the drop-down list, select Referral From This Contact.

   Note: View all referrals from the contact by selecting Referrals From This Contact in the drop-down list.

5. In the form, add a record, and complete the necessary fields described in the following table.

   Field	Comments
   Company	Select an existing company or create a new one. The company selected represents the potential opportunity for your organization.
   Last Name	Select a contact to associate with the referral company, as selected in the Company field; if you entered a Company, the list of Contacts is restricted to those associated with the selected company.
   Referred By	Select the employee who made the referral.