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Manage a referral

Quickly manage client referrals by accessing them through the Client Tools menu, viewing pending referrals, and editing details as needed.

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Written by Connor Baeza
Updated over 3 months ago

You can manage referrals using the Client Tools menu. Here's how:

Access the referral section

  1. Click Client Tools from the main menu.

  2. Select Manage Referrals.

You will see a number next to Manage Referrals, this shows how many referrals are waiting to be picked up.


View all referrals

  • Click Show All to display the full list of referrals.


View or edit a referral

  • Under the Actions column, click View/Edit next to the referral you want to manage.

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