How Do I Remove A Referral That I'm Not Working With?

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.