How to Update the Organization a Referral Contact Is Associated With

1) Navigate to the Relevant Referral Contact

1. Click the Referrals Module
2. Search for the Referral Contact you want to update the organization for
3. Choose the contact you would like to update

2) Go to the Contact Overview Tab

This is the default tab in Referral Contact profiles.

3) Click Choose on the Associated Organization Panel

4) Select the Organization you would like to Associate with the Contact

1. Search for the Organization you would like to associate the contact with
2. Click the Select button

Have more questions? Feel free to reach out to us at support@seniorplace.io!