Difference between revisions of "Importing web referrals"
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| − | 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}} | {{#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:
