How to Transfer Referrals to Other Programs
RO

Ryan O’Donnell

Created Jan 24, 2022

How to Transfer Referrals to Other Programs

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Refer-us

7 Steps
1

Go to Referral Inbox

2

Click on referrals record

Click on referrals record
3

Click on more details icon

Click on more details icon
4

Click on "Move Referral to Another Program" icon

Click on "Move Referral to Another Program" icon
5

Click on Move to Different Program

Click on Move to Different Program
6

Click on the new program

Click on the new program
7

Click on Move

Click on Move
Well done!
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