Step 1 - Find the existing lead you want to refer.
Step 2 - In the lead screen, click the Change Status button at the top right.
Step 3 - Select "Referred" under Lead Status.
Step 4 - Choose a Referred Status
- No Follow-Up - You do not seek further information or fees from your referral partner about this lead
- Pending Review - You wish to be updated on the decision and process your referral partner takes with the lead (You want to receive referral fees if the lead turns into a case)
Step 5 - Select the firm you want to refer this lead to under Referred To
Step 6 - Select (Yes/No) whether or not you want to Email the details about the lead to the Referred Attorney
- Yes - contact information and all lead information taken by the firm will be sent
- No - only contact details will be sent
Step 7 - (Optional) Select an Attorney to assign the lead to. For example, if an attorney in your firm told you to refer this lead, you would select that attorney from the list.
(Note: The tasks associated with the follow up will not be assigned to the Attorney, but to the intake person)
Step 8 - Click the Save Changes button to send the lead to the referred firm