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 Used to Set Up Referral Sources

Page Name	Definition Name	Navigation	Usage
Referral Source Table	REFERL_SRCE_TABLE	Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then 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.

Setting Up Referral Sources

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