Editing a Referral Source

To update or correct a referral source:

1. Navigate to the Referral Sources screen. Main Menu > Client > Referral Source 2. Locate the referral source using the search filters. 3. Double click on the referral source to be edited.
4. Enter the updated information. 5. Click Save.

• Zendesk Designer.5.log-1117815581.zip10 KB