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Referrals

Banois C. shared this question 7 years ago
Answered

How do you add a referral to the quote page? like how they heard of us?

Comments (4)

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You click on the Help link, and submit this question. I've added it to your quote request form : )

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Thank you!

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Where will it be on the quote page?

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It's there now under the phone number field. I think I forgot to hit save last time.

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I see it on the new lead page but not on the customer quote page.

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