| • | Getting referrals is a challenging but critical to expanding your ministry team. |
| • | In an ideal situation, you meet with a ministry partner--or potential ministry partner--and walk away with a list of names ready for you to call. In these cases, the fastest way to add them is to use the Add Referrals box. |
| • | Before selecting (or Ctrl+R), be sure to select the correct contact in the contact list. |
| • | The Add Referrals box (titled “Those referred by …”) allows you to add only basic name and address information about referrals. |
| • | You then have three options for a Lookup when you press the Finished button, and even within those options, an option to include the referrer in the lookup or not. |
Don't do lookup
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Adds new contacts and returns you to the Contact View
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Lookup these contacts
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Creates a new Current Group in the Contact View composed only of these referrals. This is the default option, and is helpful because it allows you to immediately edit or take action on this group.
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Lookup all contacts referred by ...
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Creates a new Current Group in the Contact View composed of both the new and previous referrals from this contact (not just those for whom the referrer was the Primary Referrer).
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See Also
Referred by box on MPD Tab