How to add a new referral source? (OLD)
The first step is to open Zen Charts and navigate to Settings > Contacts.
A list of contacts comes up, the referral sources are marked as 'Referral'.
Click Add a contact
Click Choose type
Select a contact type: person (physical entity), organization (legal entity), other (internet etc.), staff (staff name).
Fill in the name of the contact. You could add more information such as the URL of a website in this example.
Click Referral
Click Add this contact
That's it. You're done. The newly added contact is visible on the list, it is marked as 'Referral' and will be available as a referral source option in forms.