Referral Source Notes

This Walkthrough will show you how to Add Notes to a Referral Contact or Company.

Add Note:

1. Navigate to Referrals.

2. Filter Contact or Company and Search for Referral.

3. Add Note using Option#1 or Option#2.

Option#1: Select the Add Note Icon.

Option#2: Select Referral Company or Contact.

Select Add Notes on Referral Notes Section.

4. Fill out Note information and Select Save.