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Overview
Custom Referral Sources in AdviserLogic lets you track and manage where client referrals are coming from, providing valuable insights into the effectiveness of various referral channels.
By setting up and using custom referral sources, you can better understand your client acquisition patterns, optimise referral strategies, and enhance overall business growth.
Access
To set up and manage Custom Referral Sources go to Tools > Administrative Tools > Practice Management > Custom Referral Sources.
💡Tip
You must have access to Administrative Tools to use the Custom Referral Source feature.
To add a new Custom Referrer, select Add from the top left of the window, enter the Reference Name in the empty field, and Save.
The saved Referral Sources will show as a list in the Existing Sources window.
Arrange
You can arrange the order of the list alphabetically by clicking the Referral Source heading above the list.
Edit & Delete
To edit an existing referral source select it from the list, then edit the text in the field below.
📌Note
Clear the field by selecting Add from the top right of the window.
To delete an existing referral source, choose it from the list, then select the Delete button from the bottom right of the window.
Application
You can now choose and apply the referral sources from the Fact Find - Internal Section under the Referred By drop-down field.
