Adding the referral source

Within the referred customer's overview tab, click Edit Customer



In the Profiles tab, type the name of the contact who gave the referral in the Answer Field



Click the save button

The referral sources you have entered in AMS360 will sync to Rocket Referrals when a change is made to the contact who was referred. For example, when an email is updated or a policy is edited. Click here to learn how to sync an individual client.