How to Add an Outbound Client Referral

Maintaining records of inbound and outbound referrals can be of the utmost importance when it comes to properly fostering your referral relationships. That's why you can add as many outbound referrals as you'd like for any given client. Follow these steps to add outbound referrals:

1) Navigate to the Referrals tab of your client

Within the relevant client profile, click on the Referrals tab.

2) Click Add a referral

3) Choose and Edit the Referral information

1. Click Choose to indicate the referral Contact/Organization
2. Add Notes (optional)
3. Click Close (information will automatically save)
4. Click Delete if you want to remove this referral (optional)

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