Referral Networks: View Referral Network Contacts

  • All configurations to Referral Networks are done from the "Referral Networks" sub-menu found under Administration. To begin, click Administration from the menu bar.

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  • Click Referral Networks on the left-hand side.

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  • When you arrive, you will see previously created Referral Networks, if any.

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  • Click List Members for the desired network.

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  • A list of all contacts in that referral network will appear.

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  • Actions can be performed on the contacts using the action links.
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