How to create a referral – Metwork

Go to the Referral Panel from the left-hand side Navigation Bar.
Click on the + button on the top-right of the Referral screen. (Note: if this is your first referral, you can start by pressing the “New Referral” button on the Referral dashboard.)
Fill out the form with data about the case and client.
Select your top three candidates who you want to receive the referral. Only one choice will receive the referral at a time, and if someone accepts, the future people in the queue will never receive the referral.

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