By default, Smokeball features a wide variety of referral types. However, you can add custom referral types to best reflect how referrals impact your business. Read on to learn more.
Add a new custom referral type
- Navigate to Smokeball Settings and select Referral Types.
- Enter the name of the new referral type in the designated field.
- Select Add.
- Select Save.
The new referral type will now appear in the list of referral types, in alphabetical order.
Edit a custom referral type
- Navigate to Smokeball Settings and select Referral Types.
- Locate the custom referral type you need to edit and select the pencil icon.
- Save your changes by selecting the checkmark icon.
- Select Save.
Delete a custom referral type
- Navigate to Smokeball Settings and select Referral Types.
- Locate the custom referral type you need to delete and select the Delete icon.
- Confirm that you wish to delete the referral type when prompted.
- Select Save.
Restore a deleted custom referral type
Deleting a custom referral type is not permanent. You can restore a deleted custom referral type:
- Select the Show deleted referral types checkbox.
- Locate the deleted custom referral type from the list. Deleted referral types will be greyed out and in italics.
- Select the Restore icon.
Note: If you delete a referral type that is linked to a matter or lead, it will stay assigned to the matter but be greyed out and in italics.
Access referral types from a matter
You can quickly access the referral types list from the Matter info window and then selecting the gear icon next to Referral Type.