Creating A Referral Type

Creating a Referral Type

This article will walk you through adding a referral type to your site.

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.

     

You should now see your new referral type listed under Existing Referral Types.

     

Requirements - A 'Master Admin' login or a staff login with the following permissions.

• Club Setup: Can access setup 
• Club Setup: Can access referral types setup 

You can access all of our ClubReady Training Resources by visiting the ClubReady Training website. Here, you will have access to CRUniversity, weekly webinars, on-demand videos, and so much more. Don't forget, you can contact support by emailing [e-mail] if you need assistance.

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