Accepting Referrals

Referred quotes are flagged as "Referred" in the state column of the quote screen and can be filtered using the "Filter by status" option

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The referrals are found on the review tab of the quote screen, the number of unaccepted referrals is displayed on the tab name

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Use the "Accept Referral" reason to mark an individual referral as acceptable

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All referrals must be accepted before a Quote can be approved

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