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How do I enter in a referral to a non-member?

John Grelyak -

To enter in a referral to a non-member select “Add”. On the right hand side within the destination company enter in the non-member. If the non-member company is not in the system, select the Create Non-LeadingRE Company button. After completing all the details, including adding the referring agent’s name within the customer source type, select save in the upper right.

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