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What are the buttons on a person’s card?

Ryan Peters
Updated
  1. The buttons allow you to direct actions with a specific person:
    1. Send Referral: Starts the referral process with this user as the top choice.
    2. Invite to Team: Opens a panel which allows you to choose an active team of yours to add this user to.
    3. Our Relationship: Opens a more detailed view from which you can see all of your interactions with the user in question.
    4. Give Feedback: Starts a new feedback session for this user.
    5. Make a Note: Opens a panel where you can add notes about this user.
    6. Send Message: Opens the messages widget with that person.

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