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 |
    • 7 steps |
    • 23 seconds
    1
    Navigate to the Matter Profile Page in Lawmatics. Click "Edit."
    2
    Find the Matter Information section, and click "Select..." next to Marketing Source.
    3
    Click "Referrals"
    4
    The Campaign field will change to "Referrer" when the Source changes to Referrals.
    5
    Next to Referrer, click "Search Contacts..."
    6
    Type the name of the Referrer in the search box.
    7
    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.