To select the template that best suits your needs, go to the Template Builder
and click on the 'New' button and start creating your new template. The system will start a wizard to help you with this process, the total process consists of 4 steps.
Make sure you have entered the Name, Description, and Widget Package
(if you have not yet created a widget package, review this section
) before selecting the template. Click on the 'Referral Capture' template and select the design that best suits your needs. Once you have selected the template, click on the 'Continue' button to go to the next section. The images below show the details.