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

  1. Log in to Litify Referrals.
  2. Navigate to New Referral Inbox
  3. Find a referral you have been assigned. 
  4. Select Sign Up
  5. Confirm.
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