video1.0<iframe src="https://www.loom.com/embed/5564a62a22b44e1892cd3083507e2b67" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5564a62a22b44e1892cd3083507e2b67-4e3bf5d996b593c7.gif470.391In this video, I demonstrate how to use the new Referral Partners tool in Carefunnels to track our referral sources and manage relationships with businesses. I show you how to add a referral partner, such as New York Hospital, and how to associate contacts and clients with them. This includes linking notes and tracking opportunities to evaluate the effectiveness of our partnerships. I encourage you to explore this tool to enhance our referral management process.