Give a Referral from the CRM
* Completing this item will send the contact information of one contact to another *
To Give a Referral in Jungo (applies in both Lightning & Classic):
Watch the video below to learn how to give a referral:
To Give a Referral in Jungo (applies in both Lightning & Classic):
- Click on the Contact you wish to refer to another
- Hover on Referred to the Following Partners
- Click New Referral
- It will automatically pull the name of the contact you wish to refer
- In Referred To, type the name of the agent or individual you wish to send your contact's info to.
- Use the magnifying glass to make sure that it is connecting to another contact in your CRM.
- Change Referral Type
- Press Save
Watch the video below to learn how to give a referral:
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