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This article will run through how to add new referrers within your account.

 

1. Navigate to IRE BDM > Leads > Referrers, click the 3 Action Dots and select New Referrer.

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2. Input the referrer details, select the source from the Source selection dropdown.

  • Click the Next Follow Up text box for the calendar to pop and choose a date. Select the relevant checkboxes to the right and choose a BDM from the selection dropdown if desired. Click Save and Close.

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Note: Your new referrer will be stored within the Referrers grid.