Notes are effective in helping track and remind yourself with where you last left off with a specific referral. To note, select “Referrals” at the top of the page. Under “My Referrals”, select from either category listed as “Referrals” or “Introductions”. Next to each received referral or introduction is a status box which by default is listed as “waiting”. To change the status, click the box and select from any one of the status options listed. The status can also be changed by selecting “View Details” to the very right of the referral. Within the dialogue window that generates, a drop-down box is provided for status changes, and a notes field ifs available for entering notations. If you enter notes, be sure to select “Save Changes” when finished. In the future, you can see these notes again by selecting “View Details” next to the referral.
Have more questions? Submit a request