To send a referral, click ‘new referral’ located at the top right hand corner of any or either the home, my network, referral, opportunity, business admin or settings page on the app. Of this action button to create a new referral is the same on all of these pages..
Once you have clicked ‘new referral’ a menu like this will appear, click ‘next’.
Input the details of the supplier ensuring the correct email, name and phone number has been input properly.
If the supplier is on the app and verified their details will automatically fill in after inputting their email/number, and a verification image will appear. Click next. Alternatively if the suppliers name is not registered in the App you will need to manually complete these fields and select next
Do the same for the client, inputting all details properly, if they are a verified account like the supplier they will appear. If not registered you will need to complete these fields manually. Once filled in click next.
Now add a title for the introduction an a brief message to send to your contacts. If you wish for AI to write a quick and professional introduction and title, click ‘make a suggestion’ and referit’s AI Luma will write one for you! If the first message is not to your liking by pressing the “Make a suggestion’ button again the message will be re-written. The more you train your AI, Luma will learn your preferred messaging requirements and slowly become more accurate with her suggestions.
Once you have a message that you like, click ‘send referral’ and you have sent a referral!
All the sample messages above were done by Lumaya, Referits very own AI assistant!