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How to Manage Your Referral Channels

Learn how to manage your referral channels in the CRM settings section of Kindertales

  1. Select Settings
  2. Select CRM
  3. Select Referral Channels
  4. To add a new Referral Channel, provide a name and then click "Save & Add"
  5. To edit or remove a referral channel, simply use the edit pen or delete button.
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