Learn how to categorize your referral types, whether they are a mortgage company, real estate agent, or auto dealership, ScoreCEO will give you the ability to add in as many referral types as you need. Learn today how to create these types to help classify each referral office.
To access your Company Profile, please log in to ScoreCEO, Or Click here
On the top right corner click on the configuration bubble and select Configuration.
Under "MetaConf", click on "Referral" then select "Referral Office Type"
Next to "Value" enter in the referral type you would like to create. Then click "Save"
Once saved you have successfully added a new Referral Office Type.