Refer
Referring clients to your chosen third party couldn’t be easier. Simply select the area of business that you are referring, create the referral form, add any relevant information in the free text box, select which of the professionals on your own panel you wish to refer to and send, That’s it.
The system has been to designed to allow organisations of any size to refer to each other as well as referring outside the organisation. The organisation receiving the leads or referral is notified by email and is then able to select a member of staff to deal with the lead.
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