How do I add a new referral organization?

You can add a Referral Organization and connect Referral Contacts to the Organization

Steps to Add New Referral Organization

1. Click Add New Organization

2. Enter data in the fields. Fields marked with an asterisk* are required fields.  Click Submit.

3. Click Submit

 How to Connect Referral Contact to Organization

1. Click + to expand Referral
   
   
   
   
2. Click Add Referrals
   
   
   
   
3. Click Click here to search…
   
   
   
   
4. (Optional) Enter part of Referral's Name
   
   
   
   
5. Click Search
   
   
   
   
6. If name is not available click add a referral and enter data in next screen that displays
   
   
   
   
7. If name is available, click Referral’s Name
   
   
   
   
8. Click Submit
   
   
   
   
9. The Organization Profile displays the connected / linked Referral