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sliston  
#1 Posted : Monday, September 2, 2019 4:29:16 PM(UTC)
sliston
Rank: Advanced Member

Posts: 119

Add a Referral Partner from within a Contact (Web)

A quick way to add a new Referral Partner is to do it from within a Contact. Click on Add/Find next to the Referral Partner field (Figure 1):

(Figure 1: Contact - Add/Find Referral Partner)

Choose Add New Contact (Figure 2):

(Figure 2: Contact - Add/Find Referral Partner - Dropdown)

In the Add Referral Partner screen, fill in the required fields. Note that Status defaults to Referral Partner, and Salutation will auto-fill to the First Name. Click OK when done (Figure 3):

(Figure 3: Contact - Add Referral Partner)

When you scroll down, you will see the Types field, for which “Real Estate Agent” is a commonly-used entry (Figure 4):

(Figure 4: Contact - Add Referral Partner - Types)

After you click OK, the Referral Contact field is now populated with the new entry (Figure 5):

(Figure 5: Contact - Add Referral Partner - Populated)

This procedure allows you to add a Referral Partner from within a Contact.

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