If a referral needs to be recorded automatically, whether it be because the Online Business Directory did not register the referral, referrals can be recorded manually for both individual profiles and bilk profiles.
For a single profile:
- Search for and open the profile. Scroll down to the "Referral" panel on the bottom left, and select Add a Referral.
- Select a Referral Type and date of the Referral, and enter the quantity. This will often be 1, the number can be increased if multiple referrals were given at once.
- Select Save.
For multiple profiles at once:
- Go to Profiles > Select Profiles and find the group of profiles applicable to this referral.
- Select the profiles in the grid, either using the Select All checkbox or checking individual profiles.
- In the Actions dropdown, choose Create Referral for Selected Profiles.
- Enter the Referral Type, date, and count/quantity.
- Select Save.