Users who are assigned a referral can sign up the referral after investigating (making initial contact with the potential client). Signing up a referral moves it from the New Referral Inbox page to the All Active Referrals page.
How to Sign Up a Referral
- Log in to Litify Referrals.
- Navigate to New Referral Inbox.
- Find a referral you have been assigned.
- Select Sign Up.
- Confirm.
