Users with the Referral Management privilege can assign referral ownership.
How to Assign a Referral
- Log in to Litify Referrals.
- Navigate to New Referral Inbox.
- Find an unassigned referral.
- Select Assign & Investigate > choose a [User Name].
- Confirm.
The assignee user is notified via email.
Reassign Referral
Users can also reassign a referral from the More dropdown.
