How Do I Add a New Referral Source?
Updated over a week ago

Related Questions:

  • Update Referral Field

  • Edit Referral source choices

  • How do I add another referral source?

  • How do I add a referral source category?

Procedure:

Please note, that only admin users have access to perform this action. If you are part of a chain, you will be able to choose which Organization/s the new Referral Source can be used in.

  1. Select Settings

  2. Select Fields -> Setup Values

  3. Click Edit next to Referral Source

  4. Click +New Referral Source

  5. Enter the new Referral Source under Value Name

  6. Select All Organizations or which specific Organization/s should have access to this option

  7. Click Create

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