How can I add a Referral?

How can I add a Referral?

1. Navigate to Referrals in the menu
A screenshot of a social media page

AI-generated content may be incorrect.

2. Click “+ Add Referral” in the top right
A screenshot of a social media account

AI-generated content may be incorrect.

3. Search for and select the client you wish to create a new referral for.

4. Complete the form and save.

      a. Items marked with an asterisk are mandatory in order to save.


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