Assign a new referral to any user at your firm before you sign it up.

aar1.pngUsers must have Referral Management privileges to complete this process. For information about changing privileges, go to: Change User Roles and Privileges.


1. Locate the case you are assigning in your New Referrals Inbox. Below the Actions tab, click Assign & Investigate and choose a user from the dropdown list. 
 

aar2.png



2. Click Confirm on the “Investigate this Referral?” window. The assigned user can now review the case information and sign up the case. 


aar3.png


Note: Assigning a case also completes the investigate process, so the assigned user receives the client's name and contact information.





 

Was this article helpful?
0 out of 0 found this helpful