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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):
  1. Click on the Contact you wish to refer to another
  2. Hover on Referred to the Following Partners
  3. Click New Referral
    • It will automatically pull the name of the contact you wish to refer
  4. 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.
  5. Change Referral Type
  6. Press Save

Watch the video below to learn how to give a referral:

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