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
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
Comments
0 comments