Send a Pending Referral on Referrals Pro


When sending a referral, a firm administrator must send the referral. Its status is pending until an administrator sends the referral.Let my firm admin(s) chooseWhen a user selects 



1. Locate the pending referral and click on its name. Click Send in Litify Actions.


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2. Complete the "Send this Referral to a Firm?" window. Select the firm name, response time, and agreement. Click Confirm.  



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You successfully sent a pending referral. 

Additional articles:
Check a sent referral's status





 

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