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Go to your Control Panel: select More in the top menu and select Control Panel
Scroll down until you see the Preferences button
Tick the checkbox for recording who referred each contact to each project
Press save
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Suggestion: set up Contact Forms, Contact Types and Projects for your referral partners to keep your platform organised |
A project to store your Referral Partners
It is best to create a separate project for your referral partners. Click Create in the top menu and select Project. Call the project “Referral Partners” and press Save.
Distinguish between referral partner Organisations and Individuals
If you ordinarily distinguish between referral partners which are organisations versus the individuals that work for them, then you can create two different Contact Forms; one for Referral Partner Organisations and another for Referral Partner Individuals
Follow the steps to Create a Contact Form (Beneficiary Category) . Create two Contact Forms. In one of them set the Contact Type as Organisations and in the other set it as People.
Add both Contact Forms to your Referral Partners project using the steps outlined here Add a contact form and states to a project