Work with Referrals

Work with inbound and outbound referrals to track client referrals.

• Inbound Referrals
  Use Inbound Referrals to track clients who have been referred to your organization.
• Outbound Referrals
  Use Outbound Referrals to track the referrals that you make for clients to other organizations.
• Manage the Referral Pipeline
  Use the Referral reports to see Referrals in your organization.