Where and how do I record a referral in Engage?

Begin by selecting Engage at the top of the screen, then select a contact’s name under the contacts column on the left. From here, click Referral as shown in the image below.



A popover will appear for you to record notes, the referral value, and contact information for both received and sent referrals.


Referrals will be logged in your History for that Engage contact as well as under the Referrals section of the software accessed at the top of the page.

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