How to Add a New Contact to your Referral List in Lawmatics | Scribe

    How to Add a New Contact to your Referral List in Lawmatics

    • Betsy Nigro |
    • 0 step |
    • 23 seconds
    Navigate to the Matter Profile Page in Lawmatics. Click "Edit."
    Find the Matter Information section, and click "Select..." next to Marketing Source.
    Click "Referrals"
    The Campaign field will change to "Referrer" when the Source changes to Referrals.
    Next to Referrer, click "Search Contacts..."
    Type the name of the Referrer in the search box.
    Once the contact has been selected, click "SAVE." You will now see that contact as an option on forms if the source type is referrals.
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