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  1. Lead Docket
  2. Advanced Features
  3. Referrals

Referrals

  • How to View the Referral Dashboard (For Referral Partners)
  • Set Up Automated Referral Reminders
  • Lead Updates by Referral Partners Appearing as a New Message
  • How to Add a Referral Source
  • Marketing Source - Referral
  • Referral - Pending Review
  • Referral Report Email
  • Referrals - Following Up
  • The Referral Dashboard (For Referral Firms)
  • The Referral Dashboard
  • How to Refer an Existing Lead to Another Firm
  • How to Refer a New Lead to Another Firm
  • How to Customize Reminder Emails to Referral Partners
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