You can assign yourself or another member of your team to work on a referral. All those assigned will receive notifications of status updates when actions take place on the referral.

To edit assigned team members, click Edit Assigned Team Members in the Assigned Team Members section:

In the text field that appears, type or choose the team member you're looking for. You will be able to assign the referral to anyone in your organization, across all teams.

Click the Save Edits button to assign the team member.

Assigned Team member(s) will receive an email notification when they are first assigned to a referral. All assigned team members will also receive email notifications each time an update occurs on a referral.