NOTE: These reminders will only send if you choose "Yes" to Email Details To Attorney? when you refer the lead out
Step 1 - Go to Manage > Task Templates
Step 2 - Click the Edit button next to any Referral task template
Example: Referred / Reviewing
Step 3 - Scroll down to the Referral Reminder section
Step 4 - Select "Yes" under Send reminder?
Step 5 - Enter how many hours before the task you want the message to sent
Step 6 - Enter a Subject and Message for the email.
The body of the email will also include the lead details that are sent initially when referred out
Step 7 - Click the Save button at the bottom