Edit Referral Source window The Edit Referral Source window enables you to add and edit referral sources. If you want to delete the referral source that is currently displayed, go to the Edit menu and choose Delete Referral Source. Field Descriptions Referral Source Type the name of the referral source. New Click to save the referral source that is currently displayed and to create a new referral source. OK Click to close the window. Tips for this window Related Topics ■ Lists ■ Entering sales