Interactive step-by-step demonstration, click this link to go to the Tourial instructions:
https://tour.welcomehomesoftware.com/pages/0774c0e7-6425-448a-b0e6-1824947a2f49
If the organization does not already exist in WelcomeHome, you will need to add the organization first. Once the organization is added, you can then add the individual referrers.
Adding a New Organization
1. Navigate to the referrers section in WelcomeHome and click "Organizations"
2. In the top right corner, click the green "Add a New Organization" button
3. Fill out the fields with the applicable information. The three required fields are: Name, Type of Lead Source, and Additional Description. You can also choose whether this organization is Paid or Unpaid. By default, organizations will be considered unpaid unless marked as paid. As an exception, Caring.com and A Place For Mom will automatically be considered paid.
Name: The name of the organization or company name (ex: Piedmont Hospital)
Type of Lead Source: The type of referral this is (ex: professional referral, healthcare referral)
Additional Description: The type of business (ex: Hospital, Adult Day Care)
Organization is paid for referrals?: Check this box if the organization is paid (ex: Caring.com, APFM)
4. WelcomeHome's duplicate checker will notify you if the organization already exists in your community. You'll be able to use that organization instead rather than adding it in again. If there are no duplicates found, you'll get a notification that the organization has been added to your community.
5. Next, you'll want to add individual referrer contacts to your new organization, as all activities are tied to an individual referrer, not the organization.
Adding Referrers to an Organization
Once an organization is added, you can now add individual referrers to the organization. These will be those individuals who work at the organization that you will be communicating with.
1. Click on the "Referrers" tab within the organization and click the green "Add Referrer" button in the top right corner
2. Fill out the applicable fields and click "Add", then you've successfully added a new referral organization!
*Note: If you're low on time, the two required fields are name and organization, and you can go back later and add the other information.