FTF - Referral Management

Join Lucero training Friday October 9th to learn how to manage incoming and outgoing referrals. Also discussed will be how to keep track of company generated referral records such that when processing a contract record, the user will be reminded of the CGL. You will learn how to enter an incoming referral record and link to a contract record. We will walk you through the process of entering an Outgoing referral record followed by converting the referral to closed. Click to Register

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