Referral Source

A referral source is the way that a client found out about your organisation, products or services. Common referral sources include Google searches, LinkedIn or other social media channels.

The referral source field works completely differently from other drop-down lists in WorkflowMax. A referral source is created when first used (and deleted automatically when not used) so there is no administration screen to create or edit referral sources.

Working with referral sources

Creating a referral source by editing an existing client

Creating a referral source while creating a client

Editing a referral source name