The People I'm Helping dashboard gives you tools to follow up with people you have made referrals to, make notes, and close the loop on those referrals.
How to Manage Referrals
- To get there, click the “People I'm Helping” menu and select “People.”
- Select the folder that you'd like to view by clicking on the folder name, or type in the name of the person you're helping in the search box.
- Once you pull up their Seeker Profile, you can update the status of their referral
To add specific notes about that referral, select "ADD NOTE," and enter the information you want to record.