You can switch between 4 referral list views: All, Incoming Referrals, Outbound Referrals, and Recently Viewed.

How to Switch Between Referral List Views

  1. Log in to Litify.
  2. Navigate to the Referrals tab.
  3. Select the Referrals dropdown. It may say Recently Viewed by default. 
  4. Choose a view.
  5. Pin the view to save it as your default. 
Was this article helpful?
0 out of 0 found this helpful