Company as Referral
To add a referral source company, navigate to Referral Sources and click the plus icon and type in the name of the company:
Click on Referral Sources from the top of the page.
Click the blue "+" button.
A pop-up will appear where you can input the company name. Once complete, click ADD.
Agents within a Company
To add agents to the company:
Click on the desired Company (note: a Company must first be created, see above).
Click the blue "+" button.
You will see a pop-up where you can add the agent's information. You can access/edit the agent's information by clicking their name under the Company.
You can add as many agents as you'd like under a Referral company. You can also add as many Referral companies as you require.
Individuals as Referrals
It's important to note that all of your Lendesk Contacts are already available to be added to applications as individual referral sources so you are not required to add individuals under referral sources.
Navigate to Contacts from the top of the page.
Click the blue plus icon to add a new contact to Lendesk.
Once a contact has been added, they'll be available as a referral sources as well as an applicant.
Adding Referral Source to an Application
Enter an application and go to the Overview page
Scroll down to the Metadata section and click on Set referral source.
You can then choose the Company, Company Agent or Contact from the dropdown menu
