Add your referral sources by going to Referral Sources in the main menu of the page.
1. First click on the blue plus icon to add a new company.
2. Once you've created a new company, you can add agents to that company by clicking on the same blue plus sign.
3. Each agent can have their separate contact information if applicable. You need to click on the agent name directly in order to edit their details.
4. You can then add Referral Sources to your applications. To do so, simply head to the Overview page of an application and click on Set referral source inside the Metadata section.
Note: All your clients (list of contacts in Lendesk) will automatically be available to be added as a referral on a new application so you are not required to add individual clients as a referral source