Users with the Referral Management privilege can assign referral ownership. 

How to Assign a Referral 

  1. Log in to Litify Referrals.
  2. Navigate to New Referral Inbox.
  3. Find an unassigned referral. 
  4. Select Assign & Investigate > choose a [User Name].
  5. Confirm.

The assignee user is notified via email. 

Reassign Referral

Users can also reassign a referral from the More dropdown.

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