Adding a referral to a contact within Rocket Referrals can be done via direct import, integration, or manually inside Rocket Referrals. This article will show you how to manually add a referral inside the system.

There are two ways of adding a referral inside Rocket Referrals. A) Editing the referred prospect/client and adding a referral source, or B) Adding a referral to the client that provided it.

A) Editing the referred prospect/client and adding a referral source

Locate and click on the contact that was referred



Click 'Edit Contact'



Under 'Referred By' search for the contact that gave the referral, enter the referred on date and click 'save'.



B) Adding a referral to the client that provided it

If the person who made the referral is a professional or personal contact, you can also go to the profile of an individual who was referred and in the Promotions tab, click "Add a referral". Then, enter as much information about the referral source as you have available and click save. To save yourself time, you can always upload all of your professional contacts at once, from a spreadsheet.