How Do I Update A Referral?

REFERRALS > SELECT REFERRAL > STAGE > LEAVE ANY APPLICABLE NOTES > DONE

Step 1

From the Dashboard, navigate to the "Referrals" tab on the top-right side.

Step 1


Step 2

Select the referral you're looking to update.

Step 2


Step 3

Select the current stage of the referral.

Step 3


Step 4

Leave any applicable notes and click on the Update Stage button.

Step 4


Step 5

Select "Done" when complete.

Step 5
 

FAQs

I have a referral in the Failed stage but need to re-activate it, how can I update a Failed referral?

  • In order to update a referral from the Failed stage back to the previous active stage, you will need to reach out to our support team, kindly submit your request here.