Contents - Index

Quotes Referral Log Edit Screen

This screen is accessed through the Referral Log Maintenance screen.

To edit and maintain the referral log records.

Layout / How To
Most of the fields on this screen are self-explanatory. 

The Date for Report box controls the month for which this record will appear on the reports.

If you need to split a referral to more than two representatives, then please have the Quotes Administrator do this for you.

Please use the Get Dealer button to fill in the Dealer name. This will keep your dealer names consistent. 

The Referral Source, Comment, and Location fields can only be selected from the list provided. This list is maintained in Tools - Defaults.