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:

1. Agent: "Have you spoken to anyone on our team?"

2. Referral Source: "Did anyone refer you?"

The Agent dropdown menu is automatically populated with your SALT employee list. When a prospect chooses an agent listed in your employees, the form will auto-assign 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. You can tap the menu in the preview located to the right to see the dropdown menu populate with your custom options.

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.