Update original referral source on client contact record

Referral lists update without a persistent original source on client records, leaving provenance unclear for outreach. The workflow fills the original source for each client, improving follow-up same day.

Overview

Lost referral provenance costs advisors time and hides which outreach channels work. This flow captures the first referred source and writes it into the client record so advisors see attribution and can act on it within minutes, improving same-day follow-up and cleaner month-end reports.