This video and article will walk you through adding a referral type to your site at the Corporate level.
1. Add Referral Type
Navigate to Setup > Leads > Referral Types.
Enter the name of the referral type into the field labeled Name of The Type. Click the check mark next to This is a marketing campaign if desired. This will ask for the total cost of the campaign, start date of the campaign and notes if desired. Click the button labeled Create The New Type.
2. Edit Referral Type
You should now see your new referral type listed under Existing Referral Types. You may edit existing Referral Types by clicking the edit pencil next to the type. To remove a Referral Type click on the x to the far right on the type.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup