Peggy.Edge asked 2 years ago

I’m trying to enter closed business that was referred by a former member and there isn’t an option on our list any longer. We use to have former member/guest as an option as to where we received our referral from.

1 Answers
Craig Lillard Staff answered 2 years ago

Hi Peggy.

Thanks for your question!
If their name doesn’t automatically appear in the drop down list, simple continue typing their name and submit. The closed business will be attributed to your account and the name you typed in will be attributed as the person who referred it to you.

Let me know if you have any other questions.



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