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Managing Referral Sources
Managing Referral Sources

How do I manage my referral sources?

Tobe avatar
Written by Tobe
Updated over a year ago

Accessing the Referral Source Screen

Referral Sources can be managed in your company settings by navigating to settings-> Sales -> Referral Sources

**Note**
Do not add any lead providers to your referral source list.  These will be automatically added when you enable a lead provider.  Adding these manually will cause those items to be duplicated.

Several actions can be performed on the referral sources list.

Add Row: Clicking add row will show a slide-out that will allow you to add an item to the list.

Edit: Clicking the three dots menu at the end of a row will allow you to edit the name of an existing item

Delete: Clicking the three dots menu at the end of a row will also allow you to delete the entry entirely.

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