You can switch between 4 referral list views: All, Incoming Referrals, Outbound Referrals, and Recently Viewed.
How to Switch Between Referral List Views
- Log in to Litify.
- Navigate to the Referrals tab.
- Select the Referrals dropdown. It may say Recently Viewed by default.
- Choose a view.
- Pin the view to save it as your default.
