New Referral

Adding New Referral

Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing.

Prospects >> + Add option

The New Referral details can be added in the system by using the option Prospects. Update the required information and click Save option. The user can also Attach form for new Referral in the system.

Edit New Referral

Prospects >> List

Select the New Referral from the List and click Edit option under Action. Edit the required information and click Update option.

Delete Referral

Prospects >> List

Select the Referral from list and Click Delete option under Action or Click Delete Selected option on the screen.