Facilitate PNM additions after selecting referral tag under PNM notes.
If you gained referrals from an existing PNM. When adding notes for a meeting with the PNM, when you select the Referred Friends action tag, you should be prompted to add those new PNM's at that time and they should be automatically referred by the existing PNM.
This would streamline the process of adding PNM's who were referred by an existing PNM.
3
votes
Trevor Hartley
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