Referral Partners

This article explains why tracking referral partners matters and how CareFunnels keeps those relationships organized. How It Works Why Tracking Matter...

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 ...

This article explains how the referral partner opportunity pipeline works in CareFunnels and how to create and move opportunities through each stage. ...

This article explains how to log referral partner activity as appointments in CareFunnels and how to connect your work calendar. How It Works Log Ever...

This article covers how to stay organized with referral partner activity in CareFunnels using notes and tasks, and why consistent logging matters. How...