How can I archive a referral if I no longer need to track it in Referral Card?

You’re doing a great job making contacts and following up on your referrals! Now we’ll archive any referrals or introductions you no longer need to touch. To archive, select Referrals at the top of the page. Under My Referrals select from either category listed as Referrals or Introductions. Next to each recorded referral or introduction is a View Details button. Select View Details to generate a dialogue window to the right with further information for that recorded referral or introduction. Toward the middle of the window is the option to Archive this Referral. Once selected, this referral will be removed.

 

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