The Referral step, found in the [Conclusion] category, is an optional section where prospects can specify who referred them. This step presents the prospect with two questions:

The Agent dropdown menu is automatically populated with your SALT employee list. When a prospect chooses an agent listed in your employees, the submission will be auto-assigned to that employee.

The Referral Source dropdown menu can contain custom referral options or be left blank to provide the prospect with a free-form text box to enter referral information.

If preferred, you can configure the display to show only one of these fields. Additionally, you can toggle the switch under "Require" to prevent the prospect from completing the form without an answer.

To add custom options for your prospects to select from, tap the "Settings" icon next to Referral Source.
​

Type in the field provided to add new options, then click Enter to save it.

Selecting the checkbox to Include "Other" will add "other" as a selectable option within your dropdown menu. When a prospect selects "other," a free-form text box will display allowing your prospects to enter any other referral-related info.

When the Agent field is displayed, prospects will be asked, "Have you spoken with someone from our team?" Whoever is selected from the "Agent" dropdown field will be auto-assigned to that submission.