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Knowledge Base |
Widget - Add Referrals
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This article will guide you in using the Add Referrals Widget on your dashboard.
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
The Add Referrals widget allows you to add new prospects who are referred by an existing prospect or member. From the widget, complete all of the form fields. Click on the Add New Prospect button once you have completed the form.
NOTE: Referred By, First Name, Last Name, Gender and Cell Phone are required fields.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
Viewing The Add Referrals Widget
The Add Referrals widget allows you to add new prospects who are referred by an existing prospect or member. From the widget, complete all of the form fields. Click on the Add New Prospect button once you have completed the form.
NOTE: Referred By, First Name, Last Name, Gender and Cell Phone are required fields.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
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