1. 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.

    Uploaded 262 Plays 0 Comments
  2. This video shows on how to add a Client to the Referrals list. This is required if you are referring a new client.

    Uploaded 190 Plays 0 Comments
  3. 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.

    Uploaded 261 Plays 0 Comments
  4. This video demonstrates how to make referrals and how to manage outbound referrals.

    Uploaded 180 Plays 0 Comments


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