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. 


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


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?
1 out of 1 found this helpful