Why do I need to sync my Litify org with Litify Referrals Network?
Sync your firm to the Litify Referrals Network so you can send and receive referrals, and connect your information between Litify Referrals Network and your Salesforce Litify org. All firms on Litify must create a Litify Referrals Network account.
You must also sync LRN firms and case types to your org to enable all referrals processes on Litify.
If you do not have an LRN account, create one.
Sync your firm with Litify Referrals Network
- Click the App Launcher to the left of the toolbar > select Litify Setup.
- In Settings, click Login and Sync Referrals in the sidebar. Enter your Litify Referrals email and password > click Login.
- The green checkmark indicates you successfully logged in. Click Log Off here to log in to a different Litify Referrals account.
- Make sure your entire referral history syncs with your Litify org. Below the login screen, set the start dates back so your sync includes all referrals from the start dates until now. Then click the Sync data with Litify.com switch to toggle it to ON.
Your Referrals Pro org is now synced with LRN. Continue growing your referrals business on Litify Referrals Pro. Send referrals, receive referrals, transform quality referrals into cases, and work on cases from beginning to end on Litify.
Upgrading to Litify Referrals Pro from the LRN Web App
When upgrading to Litify Referrals Pro from the free LRN web app, follow these one-time steps to ensure that all data syncs properly.