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Submit Referrals from the Dashboard

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To submit a referral from your Dashboard, navigate to the Add icon Screen_Shot_2018-07-18_at_7.43.37_PM.png in the upper right-hand corner. Select Add a Referral from the dropdown menu.

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It is not possible to refer a prospect, so choose a job for your referral. If you think they might be good for several different jobs, simply choose one and write a note to the Recruiter outlining the others as well. The Recruiter will then be able to assess their information and make sure they end up in the best job or jobs.

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When submitting a referral, be sure to complete the fields under the Details section to provide background as to your relationship with the referral.

When finished, click Add this referral.

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If you have checked Follow referral, you will receive notifications when/if your referral is moved to a different stage or has their status changed.

 

View Referrals

To see the status on referrals, a user simply needs to scroll down on the individual account's dashboard to the My Referrals panel.

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