How do I manually update a referral's status?

Daniel Misico Updated by Daniel Misico

There are two places where you can easily update a referral's status: the Referral List and Referral Details pages.

  • Referral List - Navigate to Referrals > List and locate the referral you'd like to update. One the right hand side you'll see the Status drop down menu. Simply click on the button and choose the status you'd like to update the referral to.
  • Referral Details - From your Referral List, select Details to access the Referral's details page. On the right hand side under Referral Status, select the desired status to update the referral.

How did we do?

How do I manually add a referral?

Is there an easy way for me to download all the referrals collected into a spreadsheet?