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Setting Up my Referral Categories

This lesson will show you how to set up your referral categories

Note: You can assign clients to a specific referral category from the client details page

Administration

Click on the Administration link

Client Administration

Scroll down to Client Administration and click on the Referral Categories link

Referral Categories

Referral Categories

1. Type category name and click Add Category

2. You can click on the contact count link to view a list of all contacts associated with that category

Note: Click the pencil icon to edit or the red X to delete

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