Referral Source Groups

Create referral source groups that can help you organize B2B relationships within the system. Referral Source Groups are commonly used to link Parent/Child entities.

Creating Referral Source Groups

Let's review how to create a new Referral Source Group.

1. Click on the CRM drop-down, hover over Business Development, and select Referral Source Groups.
2. Select + New Group to create a new referral source group.
3. Input your desired Referral Source Group label. Select Save Changes.
4. Using the Global Search Bar, search for your desired referral source record.
5. Enter the group name of the referral source in the Referral Source Group field, and select your desired group from the Referral Source Classification drop-down. Then click Save Changes.
6. Then, click Save Changes.