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:
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.
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 email@example.com
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
An accepted referral creates a new lead on the Leads page on the Intake tab: