How to Refer a New Lead to Another Firm

Step 1 - Go through the process of adding a new lead

Step 2 - When you get to Lead Status, select "Referred"

Step 3 - 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 4 - Select the firm you want to refer this lead to under Referred To

Step 5 - 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 6 - Click the Create button at the bottom of the Add Lead page to refer the lead. Once the lead has been referred, any associated message templates will be sent to the referral firm.