Roles and Configuration
Everything you need to know about roles and customization.
17 articles
What is a Referral Contact?
How do I update the area that I cover, so that I can see referrals in my market?
How do I make someone a Referral Contact?
What is a dashboard?
How do I apply a referral that has been directed to me?
How do I choose a colleague to work with?
How do I apply for a referral that I’ve been Invited to?
How do I include client information while creating a referral?
What's the difference between Invite and Direct in Referral Visibility?
How do I award a referral to someone who has applied to work on it?
Why invite more than one referral partner?