Referrer
The Referrer is the person who refers a lead to you. This could be another dealer, a workshop, or a marketing representative in the field. To create a new referrer you can use the quick link, or follow these steps:
- Expand the CRM section in the sidebar.
- Click on the CRM Lists link.
- Select Referrer from the navigation bar at the top of the page.
- Click the +Referrer button to add a new referrer.
If you are logged in, you can directly access the referrer page using this link.