Referral Categories

The 'Referral Categories' section is where Admin users can add each type of Service Provider that you may be working with, and attach a Referral Merge Template to each category. For example, you may have a specific Merge Template set up to use each time you refer a Contact to a Solicitor, and so on.

Admin users can add Referral Categories by following these steps:

1. Go to 'Settings' > 'Referral Settings'
2. Click the 'plus' button to Add Referral Category
3. Add a 'referral category name' eg. 'Solicitor'
4. Click 'Select Template' to add a merge template to the category (the options here will be those merge templates that you've created under the 'Referrals' module)
5. Select the appropriate template and click 'Add Template'
6. Click 'Add' to save the new Referral Category