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 - Optionally, add a note in the Notes to Referred To field. The note will be included in any message templates that are set to send immediately to the chosen referral firm.
Step 7 - Click Save Changes to refer the lead. Once the lead has been referred, any associated message templates will be sent to the referral firm.