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How do I enter in a referral?

John Grelyak -

To enter in a referral select the “Add” button on the Xchange menu bar. The green highlighted fields are the required fields. Make sure to select agent under customer source type and the referring agent’s name under the source type name. You can also add additional customer information by selecting the + button on the right hand side. After completing all the details select your save button in the upper right.

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