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    1. Lead Docket
    2. Advanced Features
    3. Referrals

    Referrals

    • Referral Groups
    • 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
    • How to Refer an Existing Lead to Another Firm
    • How to Refer a New Lead to Another Firm
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