After finding a resource within your Coordinate Network, send a referral in one of two ways:
On the Search results page, click Send Referral on the Resource Card:
On the Resource page, click Send Referral at the top:
You'll be taken to a form for submitting a referral:
After sending, view the referral in one of two ways:
Visit the Referrals tab in your top navigation bar.
Here you can see a real time queue of incoming and outgoing referrals along with:
- Referral ID: unique identification number given to each referral
- Date referral was created
- Client referred
- Service offering
- Organization referred to
- Status of the referral
Click the blue View button to access and manage the referral. Learn more on managing referrals here!