Referral source information is currently saved on a per-client basis, so creating or changing the referral source for a client affects only that client. The drop-down list feature, which allows the referral source to be shared between clients, is coming soon.
To change a client's referral sourceThe way that a client heard about your company or services. This might be a Google search, LinkedIn, or another social media channel. name:
- In the main menu, select Clients. A list of your current clients is displayed.
- Drill down on any client name. The client overview screen is displayed.
- On the Client Overview screen, select the Details tab.
- In the Referral Source field, type the name of the source you wish to create. Existing source names that match what you have typed will automatically drop down, so you can see if the name is already on file.
- Save your changes.