Difference between revisions of "Importing web referrals"
From Charitylog Manual
(Created page with "Web referrals sit in a special 'holding area', where they can be processed by either attaching them to existing records if you already know the person, or making a new record...") |
|||
| (2 intermediate revisions by one other user not shown) | |||
| Line 1: | Line 1: | ||
| − | Web referrals sit in a special 'holding area', | + | Web referrals sit in a special 'holding area', know as the Inbound Referral Manager. Here, they can be processed by either attaching them to existing records if you already know the person, or making a new record if not. For more details, see this video: |
| + | |||
| + | {{#ev:youtube|JKBDozR2qlY|790}} | ||
Latest revision as of 13:46, 9 October 2024
Web referrals sit in a special 'holding area', know as the Inbound Referral Manager. Here, they can be processed by either attaching them to existing records if you already know the person, or making a new record if not. For more details, see this video:
