How to View the Referral Dashboard (For Referral Partners)

Note: Send this page to any referral partners who may be curious about how to get to the referral dashboard to manage all referred leads from your firm

[Step 1] - Open any email sent through Lead Docket about a referred lead (Including the Referral Report Email)

[Step 2] - Click "View your Referral Dashboard to view and update all leads from [firm name]" at the bottom

[Step 3] - Update leads on the Referral Dashboard