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How to manage referrals and intake a new lead in Qase

Overview: The referral page is the place where you can review new potential clients prior to adding them to your lead pipeline. Qase makes it easy to review and respond to new referrals

Here's how it works:

1. Open the email notifying you of your new referral

2. Review the referral and accept or decline

3. Log in to Qase to view referral details and mange your lead pipeline


Email Notification:

Open the referral notification email and select 'Click Here'

Log in is not required to accept or decline the referral

Review the referral details and select accept or decline

Accept the referral: no further action is required

Decline the referral: please select a reason for the decline. You can also add a comment. The reason for decline and comment will only be shared with the  referral service.


Log in:

When you select Log in for the first time you will be prompted to verify your email address and set a password for your Qase account. Once your account registration is complete, go to: https://app.qase.net/login to log in. 

If you have any issues verifying your email address or need help with your Qase account, contact us at support@qase.ca 

New Referrals:

The referral page is the place where you can review new potential clients prior to adding them to your lead pipeline. 

When you click accept, the referral is added to your Leads.

When you click decline, you can select a reason for declining the referral and send any additional comments.

VIDEO: Review and respond to new referrals 

 

Leads:

An accepted referral creates a new lead on the Leads page on the Intake tab: