Setting your Home Page in Referral Tracking

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You can set the first page you will see when you log into the system.

  • If you are involved in Sales you should set a page in Sales Tracking, if this application is enabled.
  • If you are involved in Referral Tracking you should set your home page to the Referral Tracking application.
  • Or you may just prefer to set the Pinboard as your home page.

1. Click the Applications, Referral Tracking menu.

2. Click the Referrals tab.

Aref19.png

3. Click the Set Home button.

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You can return to this page at any time by clicking the My Home button.