There are 2 types of references you can add to the CRM. The first one is a offline reference, which it typically one that a client has completed as they are not using the online ones. The steps for this can be followed below:
The second way you can add a reference is by using the automated references, which can be completed by following the steps in the video below:
Additional Support
For any additional support or queries, please raise a ticket with our Customer Success Team on support@centricflow.co.uk or using the help button on the CRM.