Introduction:

Within this section, you'll discover the referrals option—a powerful tool for tracking individuals referred by others. This feature offers a concise list of referred individuals, complete with essential details. Here, you can easily access their email address, full name, referring person's name, phone number, job ID, and job title.

Understanding Referrals:

Referred Individuals List: Access a streamlined list of individuals who have been referred by others.

Key Information: Instantly view important details, including:

Email address
Full name
Referrer's name
Phone number
Job ID
Job title

Step 1: Navigate to "Referrals" Section

Locate the "Referrals" tab in the navigation menu, usually found under the "Customer" or "Account" category.

Step 2: Access the Referrals Page

Click on the "Referrals" tab to view the dedicated page displaying referral details.

Step 3: Review Referral Information

On the referrals page, observe the well-organized table or list to grasp essential referral details.

Step 4: Sort and Filter Referrals

Use available sorting and filtering options to focus on specific referral groups or time periods.

Step 5: Review Comprehensive Details

Within the "Referrals" section, you'll find a concise overview of crucial information, such as the referral date, the referrer's name, candidate details (name, email, and phone number), job ID, and job title.

Step 6: Verify Accuracy

Ensure the accuracy of the provided details to avoid any discrepancies in the referral process.

Updated on: 02/06/2024