Difference between revisions of "Importing web referrals"
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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: | 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: | ||
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{{#ev:youtube|JKBDozR2qlY|790}} | {{#ev:youtube|JKBDozR2qlY|790}} | ||
Latest revision as of 16:15, 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:
