How to Associate a Referral Source with a Client

Tracking your Referral Sources can be key to fostering those relationships and gaining new clients in the future. To associate a Referral Source with a client, follow these steps:

1) Navigate to the Client's Overview tab

2) Scroll to the Referral Source box and click Choose

3) Click Select on the Relevant Source

You can choose from Referral Contacts, Community Contacts, Organizations, Communities, and General. Learn how to add new Referral and Community Contacts here!

4) Delete, Rechoose, or Add Notes (optional)

After associating a Referral Source, you can rechoose the source, delete the association, and/or add notes as needed.

1. Click Choose to pick a different Referral Source
2. Click the trashcan icon 🗑️ to Delete the association
3. Type notes under Referral Notes to add client-specific referral information

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