Users interested in an inbound referral can start the process through investigation. Investigation allows your firm to view contact details of the potential client and reach out.
How to Investigate a Referral
- Log in to Litify.
- Navigate to the Referrals tab.
- Sort referrals by New status.
- Select a [Referral Name].
- Find Litify Actions and select Investigate.
- Select Confirm.
