Question

• How can I add a Referred By contact for a job?
• Where to add in a Referred By contact in CRM (fka Luxor)?

Answer

To add a "Referred By" to a job in CRM, it must first be updated in DASH, where it will then sync to CRM.

Updating the Referred By field:

1. Open the Job in DASH
2. Scroll down to the Claims Information section click the pencil icon.
3. Update the Referred By field as needed.
4. The information should then sync over to the job within CRM

Questions? Contact Us!