1. Overview
  2. How-to Documentation
  3. Find Lead and Add Revenue

Find Lead and Add Revenue

Fina a Lead/Referral

This 2 minute video will show you a shortcut to find a Lead or Referral from the MY DASHBOARD.

Add Revenue

You can Add Revenue for Referrals you receive. You may also add "Additional Revnue" for repeat business from a referral. To track revenue for past Referrals, simply add the referral and change the date to the past so you can add Revnue for the present.