Sales
Update Referral Status
📋 What This Guide Covers
This guide shows you how to update a sale’s referral status. Updating the referral status helps you track each sale as it moves through your sales process.
If you want to learn what a sale is and how it works, check out this guide first.
📋 Step-by-Step Instructions
1
In the portal, click Referrals in the sidebar.
2
Under Referrals, click Sales.
3
In the sales table, find the sale you want to update.
4
Click the Referral Status cell.
5
Select the new status you want to apply.