To add, edit, or delete "Referred By" sources for prospects and customers an employee with Admin permissions may go to
"MANAGE--->ADMIN--->SETTINGS--->APPLICATION--->REFERRED BY SOURCES"

(as seen below).

  • To add a new source just click on the blue button at the top right labeled "New referred by source" and fill out the name then click create. (RED outline) 
  • To edit an existing source make the change then click the green button under Actions labeled "Update" (ORANGE outline).
  • To delete a source click the red "Delete" button under Actions (YELLOW outline).
    You must have delete permissions for this page to see the "Delete" button.
    If you do not see the "Delete" button contact MoveitPro support.

(REFER TO IMAGE BELOW)

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