Track a business referral

Create and review

1. Open Business Referrals. Review recent requests before creating a duplicate.
2. In Create a tracked referral, select the correct business and complete the requester, organization, project, location, and details fields.
3. Choose Create submitted referral. Open the resulting entry and review its details.
4. When authorized and ready, use the available send action. Check the resulting delivery and referral status.
5. Review responses and history. Use Close referral only when the office has finished handling the request.

Status and export

Submitted, Sent, Viewed, and response statuses describe different events. Sent does not prove an email was read. Resending can create another notification; do not repeatedly resend without checking the record.

Export log downloads the referral list for follow-up. Treat exported requester details as office information. Imported mailbox bodies and delivery-history details may be hidden under the demo mailbox protections.