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.

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

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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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