02 - Contacts & Companies

This article explains how to set up a referral partner in CareFunnels by creating a contact, creating a company, and linking the two together.

How It Works

1. Create the Contact

   • Every referral partner starts as a contact: the individual person, such as a discharge planner, doctor, or case manager.

   • Go to Contacts > Add Contact, then enter their name and either a phone number or email (only one is required).

   • Set the contact type to Referral Partner and click Save.

   • Set yourself as the Owner so you can easily find your contacts later.

   • Fill in the Referral Partner fields, including title, status, organization type, and visit frequency.

2. Create the Company

   • A company is the organization the contact works for, such as a hospital or agency.

   • Go to Contacts > Companies, click Add Company, and enter the organization’s information.

3. Link the Contact and Company

   • Open the contact record, find Associations, and link it to the company.

   • This lets you see everyone you know at that organization in one place.

   • The link is also required before you can connect an opportunity.

Key Takeaway
Every referral partner needs two records: a contact for the person and a company for their organization. Linking them keeps your relationships organized and sets you up to track progress through the pipeline.

✅ Tip: If you have the contact’s email, add them to your newsletter list while you’re creating their record.