To manage your individuals click on “Referrals” from your user dashboard menu on the left. This list of referrals is just ones that were either sent to you, or you sent to someone. If you click on the action menu (the dots to the right of the referral) you can view the referral. If you received the referral you may edit or delete the referral.
To manage group referrals, click on your group name on the left side menu. When you click on the group, the left side menu will now show the group menu. From there click “Referrals”.
You can view the member profile by clicking on the name of the sender or receiver from the members list. If you click on the action menu (the dots to the right of the referral) you can view the member, and edit or delete the member if you have the proper permissions.
Adding A Referral
You can either send a referral, or enter a referral that was sent to you that was not entered into the groups referrals. To add a referral click the Add Referral in the top right of the screen.
Editing A Referral
To edit a referral, click on the action menu to the right of the referral and click Edit Referral
Change Status of Referral
While editing a referral, you may change the status of the referral at the bottom of the edit screen.
Adding Revenue to a Referral
While editing a referral, you may add revenue to a closed referral where you “Got The Business”. Click on the Input Revenue button in the top right of the referral edit screen.
