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A Contact in ALL-IN is anyone that can not be categorized as a Client, Care Provider or a Property.
A Contact is a company you don't collect invoices from; a referral partner, a marketing source, or a general contact eg... family and friends.
You can create a new contact using the "New Contact" button on the top right of the main dashboard, or in the "Contacts" menu.
Begin to enter your contacts (referral partners) information. [You can now enter a contact/referral partner outside of your territory]
Be sure to select the Category that your contact/referral partner falls into. *This will be very important when it comes to entering in a new lead and tracking where your referrals are coming from.
NOTE: If you link the Contact (referral partner) correctly when entering a new lead into the system that they referred over to you, you now have the ability to track how much revenue they have generated for you!
NOTE: If you link the Contact (referral partner) correctly when entering a new lead into the system that they referred over to you, you now have the ability to track how much revenue they have generated for you!
Once you have entered in their contact information, hit Create in the top right corner.
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