You can update a Referral status manually or in bulk via CSV import.
Individual Referral status Update
Referral List - Navigate to Referrals > List
Locate the referral you'd like to update. One the right hand side you'll see the Status drop-down menu.
Click on the button and choose the status you'd like to update the referral to. Keep in mind once you approve a referral you cannot move them back into a pending or qualified status, you would need to remove and re-add the referral manually.
Referral Details - You may also update a referral's status on their details page. On the right-hand side under Referral Status, select the desired status to update the referral.
Bulk Referral status Updates
Navigate to Referrals > Import > Updated Referrals (or click here)
Upload your CSV file
Read through our Import Guide for how to successfully import a CSV file
