Identify how your customers are reaching you (Google, social networks, referrals). This is useful for marketing.
- Create referral
- Referral list
- Edit or unpublish a referral channel or lead provider
In the left side menu, under the “Administration” section, click on “Your Company”. This will display a menu with system administration options. Click on “References” and a page will open with the list of references.
To add a new reference source, click on “Add New Reference” on the right side of the view. If you want to edit the reference, click on “Edit”.
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