Difference between revisions of "Importing web referrals"

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(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...")
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Revision as of 16:14, 16 February 2023

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 if not. For more details, see this video