Other

Referral Process

To Access New Referrals
  1. Applications - Miscellaneous - New Referrals

  2. It will then Show any new referrals that have been entered by a Member from their online portal

  3. When the new applicant applies please select the name and it will allow you to accept, on hold, new referral, or rejected.

    https://tw-desk-files.teamwork.com/i/325448/attachment-inline/306352.20190111044434549.306352.201901110444345491FWFG.png

     

To Access View Current Referrals

  1. Applications - Miscellaneous - View Referrals

  2. Which shows here
 

How to Add a referral as a member

  1. Access the member's online Portal - Refer a Friend
  2. Enter in All Details

     
  3. Submit