Assign a client to a team member from the client's Referral page. Learn how to view a client's referral page here.
Click Edit Assigned Team Members in the Recipients 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 button to assign the team member.
Once assigned, the team member and sending organization will receive an email notification.