How Do I Find Referrals In The Portal?

If you contacted a referral using the “click to call” button and are now actively working with this referral, you will be able to find this referral in the “active” tab on the referral dashboard and within your agent profile under the “referrals” section.

If you have not yet contacted the referral then that referral will be found under the "new" tab on the referral dashboard.