Knowledge Base

New Opportunity for Unregistered Provider from Email

Once the referrer has sent out a referral to an unregistered email, the email contact will receive a message like the one below.

unknown.png

By clicking on ‘view opportunity’, the referred party can view the contact information of the registered account as well as the information included by the provider of the second contact in the referral. A brief message connecting the two contacts by the provider will detail the who and why, they are referring the two contacts and their needs. By scrolling to the bottom of the page you have the option to accept or decline as seen below.

unknown_1.png

Was this article helpful?
Dislike 0
Views: 58