This video demonstrates the systems features including detailed look at:
The dashboard, the clients tab and referrals tab. Giving an insight into the capability of the system and how you can use it to benefit you.
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This video shows on how to add a Client to the Referrals list. This is required if you are referring a new client.
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This video demonstrates what to do when you receive and inbound referral email notification, how to manage inbound referrals and and how to add billings/comments.
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This video demonstrates how to make referrals and how to manage outbound referrals.