Skip to main content
Mitratech Success Center

INSZoom:-How to Add Referral Source to the Prospect Module

How to Add Referral Source to the Prospect Module

Here's how you can track any referral sources that are contributing to incoming prospects.

 

First, go to 'Prospects' in the main left menu. Then click on 'General' in the left menu:

 

Above 'Prospective Source' you can click 'Add New'. You can add as many prospective referral sources as you'd like:

 

You can now add the new referral source to your prospects:

  • Was this article helpful?