DEALERSIP User Manual


Contents

Referrer

DEALERSIP User Manual/CRM

The Referrer is the person who refers a lead to you. This could be another dealer, a workshop, or a marketing representative in the field. To create a new referrer you can use the quick link, or follow these steps:

  1. Expand the CRM section in the sidebar.
  2. Click on the CRM Lists link.
  3. Select Referrer from the navigation bar at the top of the page.
  4. Click the +Referrer button to add a new referrer.

If you are logged in, you can directly access the referrer page using this link.