- HomeLight's Agent Help Center
- HomeLight Referrals
- Referrals That Are Not A Good Fit
How Do I Remove A Referral That I'm Not Working With?
Follow these steps in your HomeLight Agent Portal.
REFERRALS > SELECT REFERRAL > STAGE > FAILED > LEAVE ANY APPLICABLE NOTES > DONE
Step 1
From the dashboard, navigate to the Referrals tab.

Step 2
Select the referral you are needing to move to inactive.

Step 3
In the pop-up window, use the drop-down menu under Stage.

Step 4
Select the "Failed" stage.

Step 5
Add any applicable notes and select Update Stage. You'll then scroll down to select "Done" to save changes.
