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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.

Written by Connor Baeza

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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