Tracking referrals is a great way to view where referrals are occurring outside of your business
Click the Menu icon at the top of the screen
2. Click Point of Sale
3. Select either Quote or Order
4. Create a new quote or order or open an existing quote or order
5. Click the Edit icon (paper and pencil) in the gray information field
6. Click the Referral drop down and select the referral type
7. Click the Referral Source field
8. Enter a name, address, phone number or email address in the Search for Customer field to select the referral source
9. Click to select the referral source
10. Click the Apply and Save button