Contents - Index


Quotes Referral Log Edit Screen

This screen is accessed through the Referral Log Maintenance screen.

Purpose
To edit and maintain the referral log records.

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

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

Comment and Location fields will "learn" on-the-fly. This means that once you enter a value and save your changes, any new values will be in the list for the next time.

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

The Referral Source field can only be selected from the list provided. This list is maintained in Tools - Defaults.